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Summit Wealth Group (Colorado)’s Curtiss-Wright CW Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-1,214
Closed -$237K – 352
2025
Q3 		$237K Buy
+1,214
New +$598K 0.03% 424

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 $3.37T AUM 44.26% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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

Summit Wealth Group (Colorado)'s CW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 1,214 shares — an estimated $237K sold.

Summit Wealth Group (Colorado) first reported a position in CW in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,214 Curtiss-Wright shares in Q4 2025, an estimated $237K.
  • Summit Wealth Group (Colorado) first reported a position in Curtiss-Wright in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Curtiss-Wright position peaked at $237K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.