Sowell Financial Services’s Curtiss-Wright CW Stock Holding History

Sowell Financial Services’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	$372K	Sell	491 -153	-24%	-$112K	0.01%	779
2026 Q1	$439K	Buy	644 +20	+3%	+$13.3K	0.02%	680
2025 Q4	$344K	Sell	624 -65	-9%	-$36.3K	0.01%	773
2025 Q3	$374K	Buy	689 +58	+9%	+$28.6K	0.01%	738
2025 Q2	$308K	Sell	631 -127	-17%	-$50.1K	0.01%	774
2025 Q1	$240K	Buy	+758	New	+$256K	0.01%	858
2021 Q2	–	Sell	-668	Closed	-$87K	–	1005
2021 Q1	$87K	Buy	+668	New	+$77.3K	﹤0.01%	1419
2020 Q3	–	Sell	-6	Closed	-$1K	–	2558
2020 Q2	$1K	Hold	6	–	–	﹤0.01%	2266
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	2212
2019 Q4	$1K	Hold	6	–	–	﹤0.01%	2314
2019 Q3	$1K	Buy	+6	New	+$755	﹤0.01%	2213

Other funds holding CW

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sowell Financial Services's CW Position: Q2 2026 in Review

Sowell Financial Services reduced its Curtiss-Wright (CW) stake by 24% in Q2 2026, selling an estimated $112K and leaving 491 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #779.

Sowell Financial Services first reported a position in CW in Q3 2019 and has held it in 11 quarters since. The position peaked at $439K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Sowell Financial Services held 491 shares of Curtiss-Wright worth $372K as of Q2 2026.
Sowell Financial Services sold 153 Curtiss-Wright shares in Q2 2026, an estimated $112K.
Curtiss-Wright made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #779 holding.
Sowell Financial Services first reported a position in Curtiss-Wright in Q3 2019 and has held it in 11 quarters since.
Sowell Financial Services's Curtiss-Wright position peaked at $439K in Q1 2026.
944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.