SWP
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Strategic Wealth Partners’s Curtiss-Wright CW Stock Holding History

Strategic Wealth Partners’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
Q1 		$12.9K Hold
19
– – ﹤0.01% 825
2025
Q4 		$10.5K Hold
19
– – ﹤0.01% 879
2025
Q3 		$10.3K Buy
+19
New +$9.36K ﹤0.01% 888

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Strategic Wealth Partners's CW Position: Q1 2026 in Review

Strategic Wealth Partners held its Curtiss-Wright (CW) position steady in Q1 2026 at 19 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Strategic Wealth Partners first reported a position in CW in Q3 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Strategic Wealth Partners held 19 shares of Curtiss-Wright worth $12.9K as of Q1 2026.
  • Strategic Wealth Partners left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #825 holding.
  • Strategic Wealth Partners first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.