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Strategic Global Advisors’s Curtiss-Wright CW Stock Holding History

Strategic Global Advisors’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
-12,381
Closed -$6.05M – 144
2025
Q2 		$6.05M Buy
12,381
+3,299
+36% +$1.3M 0.99% 34
2025
Q1 		$2.88M Buy
+9,082
New +$3.06M 0.57% 53
2020
Q4 		– Sell
-9,180
Closed -$856K – 162
2020
Q3 		$856K Buy
9,180
+663
+8% +$63.6K 0.16% 120
2020
Q2 		$760K Buy
8,517
+880
+12% +$83.9K 0.16% 115
2020
Q1 		$706K Hold
7,637
– – 0.18% 106
2019
Q4 		$1.08M Sell
7,637
-1,094
-13% -$148K 0.22% 102
2019
Q3 		$1.13M Sell
8,731
-18,946
-68% -$2.38M 0.26% 99
2019
Q2 		$3.52M Sell
27,677
-1,676
-6% -$193K 0.75% 36
2019
Q1 		$3.33M Buy
29,353
+23,704
+420% +$2.7M 0.7% 43
2018
Q4 		$577K Buy
+5,649
New +$631K 0.21% 91

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Global Advisors's CW Position: Q3 2025 in Review

Strategic Global Advisors sold out of Curtiss-Wright (CW) in Q3 2025, closing a stake of 12,381 shares — an estimated $6.05M sold.

Strategic Global Advisors first reported a position in CW in Q4 2018 and held it in 10 quarters. The position peaked at $6.05M in Q2 2025. 788 funds tracked by Wall St. Rank hold CW as of Q3 2025.

  • Strategic Global Advisors reported no remaining Curtiss-Wright position as of Q3 2025 after selling out during the quarter.
  • Strategic Global Advisors sold 12,381 Curtiss-Wright shares in Q3 2025, an estimated $6.05M.
  • Strategic Global Advisors first reported a position in Curtiss-Wright in Q4 2018 and held it in 10 quarters.
  • Strategic Global Advisors's Curtiss-Wright position peaked at $6.05M in Q2 2025.
  • 788 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2025.

Based on Strategic Global Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.