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Sunbelt Securities’s Curtiss-Wright CW Stock Holding History

Sunbelt Securities’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 		$116K Buy
170
+90
+113% +$59.9K 0.01% 793
2025
Q4 		$44.1K Hold
80
– – ﹤0.01% 1027
2025
Q3 		$43.4K Buy
+80
New +$39.4K ﹤0.01% 1034
2020
Q1 		– Sell
-1,812
Closed -$255K – 429
2019
Q4 		$255K Hold
1,812
– – 0.03% 478
2019
Q3 		$234K Buy
+1,812
New +$228K 0.03% 482

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

Sunbelt Securities's CW Position: Q1 2026 in Review

Sunbelt Securities increased its Curtiss-Wright (CW) stake by 113% in Q1 2026, buying an estimated $59.9K and bringing the position to 170 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #793.

Sunbelt Securities first reported a position in CW in Q3 2019 and has held it in 5 quarters since. The position peaked at $255K in Q4 2019. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Sunbelt Securities held 170 shares of Curtiss-Wright worth $116K as of Q1 2026.
  • Sunbelt Securities bought 90 Curtiss-Wright shares in Q1 2026, an estimated $59.9K.
  • Curtiss-Wright made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #793 holding.
  • Sunbelt Securities first reported a position in Curtiss-Wright in Q3 2019 and has held it in 5 quarters since.
  • Sunbelt Securities's Curtiss-Wright position peaked at $255K in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.