SF
CW icon

Summit Financial’s Curtiss-Wright CW Stock Holding History

Summit Financial’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 		$496K Buy
728
+31
+4% +$20.6K 0.01% 1002
2025
Q4 		$384K Buy
697
+16
+2% +$8.93K 0.01% 975
2025
Q3 		$370K Sell
681
-6
-0.9% -$2.96K 0.01% 991
2025
Q2 		$336K Buy
687
+7
+1% +$2.76K 0.01% 656
2025
Q1 		$216K Sell
680
-27
-4% -$9.11K 0.01% 681
2024
Q4 		$251K Buy
+707
New +$255K 0.01% 576

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

Summit Financial's CW Position: Q1 2026 in Review

Summit Financial increased its Curtiss-Wright (CW) stake by 4.4% in Q1 2026, buying an estimated $20.6K and bringing the position to 728 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #1002.

Summit Financial first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Summit Financial held 728 shares of Curtiss-Wright worth $496K as of Q1 2026.
  • Summit Financial bought 31 Curtiss-Wright shares in Q1 2026, an estimated $20.6K.
  • Curtiss-Wright made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1002 holding.
  • Summit Financial first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.