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Spire Wealth Management’s Curtiss-Wright CW Stock Holding History

Spire Wealth Management’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 		$710K Buy
936
+194
+26% +$142K 0.02% 464
2026
Q1 		$505K Buy
742
+56
+8% +$37.2K 0.02% 536
2025
Q4 		$378K Buy
686
+87
+15% +$48.5K 0.01% 612
2025
Q3 		$325K Buy
599
+50
+9% +$24.6K 0.01% 649
2025
Q2 		$268K Buy
549
+97
+21% +$38.3K 0.01% 685
2025
Q1 		$143K Buy
452
+164
+57% +$55.3K ﹤0.01% 914
2024
Q4 		$102K Buy
+288
New +$104K ﹤0.01% 1026
2022
Q1 		– Sell
-309
Closed -$43K – 2593
2021
Q4 		$43K Buy
+309
New +$40.8K ﹤0.01% 1797
2021
Q2 		– Sell
-309
Closed -$37K – 2655
2021
Q1 		$37K Buy
+309
New +$35.7K ﹤0.01% 1872

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

Spire Wealth Management's CW Position: Q2 2026 in Review

Spire Wealth Management increased its Curtiss-Wright (CW) stake by 26% in Q2 2026, buying an estimated $142K and bringing the position to 936 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #464.

Spire Wealth Management first reported a position in CW in Q1 2021 and has held it in 9 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Spire Wealth Management held 936 shares of Curtiss-Wright worth $710K as of Q2 2026.
  • Spire Wealth Management bought 194 Curtiss-Wright shares in Q2 2026, an estimated $142K.
  • Curtiss-Wright made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Spire Wealth Management first reported a position in Curtiss-Wright in Q1 2021 and has held it in 9 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.