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Twin Peaks Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Twin Peaks Wealth 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 		– Sell
-53
Closed -$36.1K – 694
2026
Q1 		$36.1K Buy
+53
New +$35.3K 0.01% 517
2025
Q3 		– Sell
-53
Closed -$26.6K – 619
2025
Q2 		$26.6K Buy
+53
New +$20.9K 0.01% 504

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

Twin Peaks Wealth Advisors's CW Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 53 shares — an estimated $36.1K sold.

Twin Peaks Wealth Advisors first reported a position in CW in Q2 2025 and held it in 2 quarters. The position peaked at $36.1K in Q1 2026. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 53 Curtiss-Wright shares in Q2 2026, an estimated $36.1K.
  • Twin Peaks Wealth Advisors first reported a position in Curtiss-Wright in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Curtiss-Wright position peaked at $36.1K in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.