Steward Partners Investment Advisory’s Curtiss-Wright CW Stock Holding History

Steward Partners Investment Advisory’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	$3.69M	Sell	4,869 -496	-9%	-$364K	0.02%	672
2026 Q1	$3.65M	Buy	5,365 +70	+1%	+$46.6K	0.02%	629
2025 Q4	$2.92M	Sell	5,295 -990	-16%	-$552K	0.02%	645
2025 Q3	$3.41M	Buy	6,285 +912	+17%	+$449K	0.02%	588
2025 Q2	$2.62M	Buy	5,373 +4,273	+388%	+$1.69M	0.02%	621
2025 Q1	$349K	Sell	1,100 -56	-5%	-$18.9K	﹤0.01%	1368
2024 Q4	$410K	Buy	1,156 +46	+4%	+$16.6K	﹤0.01%	1257
2024 Q3	$365K	Buy	1,110 +573	+107%	+$170K	﹤0.01%	1248
2024 Q2	$146K	Buy	537 +65	+14%	+$17.4K	﹤0.01%	1597
2024 Q1	$121K	Hold	472	–	–	﹤0.01%	1665
2023 Q4	$105K	Hold	472	–	–	﹤0.01%	1678
2023 Q3	$92.3K	Hold	472	–	–	﹤0.01%	1610
2023 Q2	$86.7K	Hold	472	–	–	﹤0.01%	1652
2023 Q1	$83.2K	Hold	472	–	–	﹤0.01%	1658
2022 Q4	$78.8K	Hold	472	–	–	﹤0.01%	1647
2022 Q3	$66K	Hold	472	–	–	﹤0.01%	1662
2022 Q2	$62K	Hold	472	–	–	﹤0.01%	1698
2022 Q1	$71K	Hold	472	–	–	﹤0.01%	1741
2021 Q4	$65K	Hold	472	–	–	﹤0.01%	1776
2021 Q3	$60K	Hold	472	–	–	﹤0.01%	1793
2021 Q2	$56K	Hold	472	–	–	﹤0.01%	3084
2021 Q1	$56K	Hold	472	–	–	﹤0.01%	1930
2020 Q4	$55K	Hold	472	–	–	﹤0.01%	1619
2020 Q3	$44K	Hold	472	–	–	﹤0.01%	1551
2020 Q2	$42K	Hold	472	–	–	﹤0.01%	1483
2020 Q1	$43K	Hold	472	–	–	﹤0.01%	1319
2019 Q4	$66K	Hold	472	–	–	﹤0.01%	1281
2019 Q3	$61K	Hold	472	–	–	﹤0.01%	1276
2019 Q2	$60K	Buy	+472	New	+$54.4K	﹤0.01%	1264
2018 Q4	–	Sell	-472	Closed	-$65K	–	1043
2018 Q3	$65K	Buy	+472	New	+$61.9K	﹤0.01%	1092

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

Steward Partners Investment Advisory's CW Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Curtiss-Wright (CW) stake by 9.2% in Q2 2026, selling an estimated $364K and leaving 4,869 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #672.

Steward Partners Investment Advisory first reported a position in CW in Q3 2018 and has held it in 30 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Steward Partners Investment Advisory held 4,869 shares of Curtiss-Wright worth $3.69M as of Q2 2026.
Steward Partners Investment Advisory sold 496 Curtiss-Wright shares in Q2 2026, an estimated $364K.
Curtiss-Wright made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #672 holding.
Steward Partners Investment Advisory first reported a position in Curtiss-Wright in Q3 2018 and has held it in 30 quarters since.
943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.