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Trail Ridge Investment Advisors’s Curtiss-Wright CW Stock Holding History

Trail Ridge Investment 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
2026
Q2 		$1.16M Sell
1,526
-11
-0.7% -$8.06K 0.49% 42
2026
Q1 		$1.05M Buy
1,537
+55
+4% +$36.6K 0.46% 49
2025
Q4 		$817K Buy
1,482
+122
+9% +$68.1K 0.35% 54
2025
Q3 		$738K Buy
1,360
+38
+3% +$18.7K 0.33% 59
2025
Q2 		$648K Sell
1,322
-4
-0.3% -$1.58K 0.31% 60
2025
Q1 		$421K Buy
1,326
+54
+4% +$18.2K 0.22% 73
2024
Q4 		$451K Sell
1,272
-2
-0.2% -$720 0.21% 77
2024
Q3 		$446K Sell
1,274
-26
-2% -$7.69K 0.21% 77
2024
Q2 		$352K Buy
1,300
+101
+8% +$27K 0.18% 83
2024
Q1 		$307K Sell
1,199
-32
-3% -$7.44K 0.17% 85
2023
Q4 		$274K Buy
1,231
+128
+12% +$26.8K 0.17% 92
2023
Q3 		$216K Buy
+1,103
New +$219K 0.15% 100
2023
Q2 		– Sell
-1,147
Closed -$202K – 117
2023
Q1 		$202K Sell
1,147
-245
-18% -$41.5K 0.13% 117
2022
Q4 		$232K Sell
1,392
-4
-0.3% -$666 0.16% 110
2022
Q3 		$233K Buy
+1,396
New +$198K 0.15% 119
2022
Q1 		– Sell
-1,456
Closed -$202K – 135
2021
Q4 		$202K Buy
+1,456
New +$192K 0.12% 135

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Trail Ridge Investment Advisors's CW Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Curtiss-Wright (CW) stake by 0.72% in Q2 2026, selling an estimated $8.06K and leaving 1,526 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #42.

Trail Ridge Investment Advisors first reported a position in CW in Q4 2021 and has held it in 16 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Trail Ridge Investment Advisors held 1,526 shares of Curtiss-Wright worth $1.16M as of Q2 2026.
  • Trail Ridge Investment Advisors sold 11 Curtiss-Wright shares in Q2 2026, an estimated $8.06K.
  • Curtiss-Wright made up 0.49% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #42 holding.
  • Trail Ridge Investment Advisors first reported a position in Curtiss-Wright in Q4 2021 and has held it in 16 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.