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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
Q2 		$750K Sell
990
-6
-0.6% -$4.4K 0.05% 238
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sound View Wealth Advisors Group's CW Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Curtiss-Wright (CW) stake by 0.6% in Q2 2026, selling an estimated $4.4K and leaving 990 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #238.

Sound View Wealth Advisors Group first reported a position in CW in Q4 2022 and has held it in 12 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Sound View Wealth Advisors Group held 990 shares of Curtiss-Wright worth $750K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 6 Curtiss-Wright shares in Q2 2026, an estimated $4.4K.
  • Curtiss-Wright made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #238 holding.
  • Sound View Wealth Advisors Group first reported a position in Curtiss-Wright in Q4 2022 and has held it in 12 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.