TCA
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Transcend Capital Advisors’s Curtiss-Wright CW Stock Holding History

Transcend Capital 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 		$480K Buy
633
+34
+6% +$24.9K 0.03% 471
2026
Q1 		$408K Sell
599
-20
-3% -$13.3K 0.03% 442
2025
Q4 		$341K Sell
619
-580
-48% -$324K 0.03% 487
2025
Q3 		$651K Buy
1,199
+167
+16% +$82.3K 0.05% 327
2025
Q2 		$504K Sell
1,032
-337
-25% -$133K 0.04% 338
2025
Q1 		$434K Buy
1,369
+278
+25% +$93.8K 0.03% 388
2024
Q4 		$387K Buy
+1,091
New +$393K 0.03% 389

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Transcend Capital Advisors's CW Position: Q2 2026 in Review

Transcend Capital Advisors increased its Curtiss-Wright (CW) stake by 5.7% in Q2 2026, buying an estimated $24.9K and bringing the position to 633 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #471.

Transcend Capital Advisors first reported a position in CW in Q4 2024 and has held it in 7 quarters since. The position peaked at $651K in Q3 2025. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Transcend Capital Advisors held 633 shares of Curtiss-Wright worth $480K as of Q2 2026.
  • Transcend Capital Advisors bought 34 Curtiss-Wright shares in Q2 2026, an estimated $24.9K.
  • Curtiss-Wright made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #471 holding.
  • Transcend Capital Advisors first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • Transcend Capital Advisors's Curtiss-Wright position peaked at $651K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.