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Stephens Consulting’s Curtiss-Wright CW Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-2
Closed -$978 – 583
2025
Q2 		$978 Buy
+2
New +$789 ﹤0.01% 679
2022
Q1 		– Sell
-16
Closed -$2.22K – 591
2021
Q4 		$2.22K Buy
+16
New +$2.11K ﹤0.01% 601

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Stephens Consulting's CW Position: Q3 2025 in Review

Stephens Consulting sold out of Curtiss-Wright (CW) in Q3 2025, closing a stake of 2 shares — an estimated $978 sold.

Stephens Consulting first reported a position in CW in Q4 2021 and held it in 2 quarters. The position peaked at $2.22K in Q4 2021. 791 funds tracked by Wall St. Rank hold CW as of Q3 2025.

  • Stephens Consulting reported no remaining Curtiss-Wright position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 2 Curtiss-Wright shares in Q3 2025, an estimated $978.
  • Stephens Consulting first reported a position in Curtiss-Wright in Q4 2021 and held it in 2 quarters.
  • Stephens Consulting's Curtiss-Wright position peaked at $2.22K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.