Sound View Wealth Advisors Group’s Curtiss-Wright CW Stock Holding History

Sound View Wealth Advisors Group’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	$678K	Sell	996 -5	-0.5%	-$3.33K	0.05%	243
2025 Q4	$552K	Sell	1,001 -12	-1%	-$6.69K	0.04%	258
2025 Q3	$550K	Buy	1,013 +7	+0.7%	+$3.45K	0.04%	261
2025 Q2	$491K	Sell	1,006 -9	-0.9%	-$3.55K	0.04%	269
2025 Q1	$322K	Hold	1,015	–	–	0.03%	320
2024 Q4	$360K	Hold	1,015	–	–	0.03%	306
2024 Q3	$334K	Buy	+1,015	New	+$300K	0.03%	318
2024 Q1	–	Sell	-989	Closed	-$220K	–	378
2023 Q4	$220K	Sell	989 -190	-16%	-$39.8K	0.02%	359
2023 Q3	$231K	Buy	+1,179	New	+$234K	0.03%	328
2023 Q2	–	Sell	-1,500	Closed	-$264K	–	367
2023 Q1	$264K	Buy	1,500 +511	+52%	+$86.5K	0.04%	301
2022 Q4	$220K	Buy	+989	New	+$165K	0.02%	359

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 View Wealth Advisors Group's CW Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Curtiss-Wright (CW) stake by 0.5% in Q1 2026, selling an estimated $3.33K and leaving 996 shares worth $678K. The position accounts for 0.05% of the portfolio, ranked #243.

Sound View Wealth Advisors Group first reported a position in CW in Q4 2022 and has held it in 11 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Sound View Wealth Advisors Group held 996 shares of Curtiss-Wright worth $678K as of Q1 2026.
Sound View Wealth Advisors Group sold 5 Curtiss-Wright shares in Q1 2026, an estimated $3.33K.
Curtiss-Wright made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #243 holding.
Sound View Wealth Advisors Group first reported a position in Curtiss-Wright in Q4 2022 and has held it in 11 quarters since.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.