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Transamerica Financial Advisors’s Curtiss-Wright CW Stock Holding History

Transamerica Financial 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 		$70.5K Sell
93
-3
-3% -$2.2K 0.01% 649
2026
Q1 		$65.4K Buy
96
+23
+32% +$15.3K 0.01% 612
2025
Q4 		$40.3K Buy
73
+15
+26% +$8.37K ﹤0.01% 573
2025
Q3 		$31K Buy
+58
New +$28.6K ﹤0.01% 542

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

Transamerica Financial Advisors's CW Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Curtiss-Wright (CW) stake by 3.1% in Q2 2026, selling an estimated $2.2K and leaving 93 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #649.

Transamerica Financial Advisors first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Transamerica Financial Advisors held 93 shares of Curtiss-Wright worth $70.5K as of Q2 2026.
  • Transamerica Financial Advisors sold 3 Curtiss-Wright shares in Q2 2026, an estimated $2.2K.
  • Curtiss-Wright made up 0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #649 holding.
  • Transamerica Financial Advisors first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.