TPWA
CW icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Twin Peaks Wealth Advisors's CW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Curtiss-Wright (CW) in Q1 2026: 53 shares worth $36.1K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CW in Q2 2025 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 53 shares of Curtiss-Wright worth $36.1K as of Q1 2026.
  • Curtiss-Wright was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Curtiss-Wright made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #517 holding.
  • Twin Peaks Wealth Advisors first reported a position in Curtiss-Wright in Q2 2025 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.