Sound Income Strategies’s Curtiss-Wright CW Stock Holding History

Sound Income Strategies’s Portfolio CW Stock Details CW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-30	Closed	-$19.9K	–	2617
2025 Q4	$19.9K	Buy	+30	New	+$16.7K	﹤0.01%	1157

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sound Income Strategies's CW Position: Q1 2026 in Review

Sound Income Strategies sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 30 shares — an estimated $19.9K sold.

Sound Income Strategies first reported a position in CW in Q4 2025 and held it in 1 quarter. The position peaked at $19.9K in Q4 2025. 904 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Sound Income Strategies reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 30 Curtiss-Wright shares in Q1 2026, an estimated $19.9K.
Sound Income Strategies first reported a position in Curtiss-Wright in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's Curtiss-Wright position peaked at $19.9K in Q4 2025.
904 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.