TPBG
CW icon

Turning Point Benefit Group’s Curtiss-Wright CW Stock Holding History

Turning Point Benefit Group’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 		– Sell
-1
Closed -$551 – 267
2025
Q4 		$551 Hold
1
– – ﹤0.01% 627
2025
Q3 		$542 Buy
+1
New +$493 ﹤0.01% 481

Other funds holding CW

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

Turning Point Benefit Group's CW Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 1 share — an estimated $551 sold.

Turning Point Benefit Group first reported a position in CW in Q3 2025 and held it in 2 quarters. The position peaked at $551 in Q4 2025. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 1 Curtiss-Wright share in Q1 2026, an estimated $551.
  • Turning Point Benefit Group first reported a position in Curtiss-Wright in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Curtiss-Wright position peaked at $551 in Q4 2025.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.