U.S. Capital Wealth Advisors’s Curtiss-Wright CW Stock Holding History

U.S. Capital 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	$1.45M	Sell	2,136 -3,091	-59%	-$2.06M	0.04%	412
2025 Q4	$2.88M	Sell	5,227 -535	-9%	-$298K	0.08%	264
2025 Q3	$3.13M	Buy	+5,762	New	+$2.84M	0.08%	237
2024 Q2	–	Sell	-1,131	Closed	-$289K	–	677
2024 Q1	$289K	Hold	1,131	–	–	0.01%	575
2023 Q4	$252K	Hold	1,131	–	–	0.01%	588
2023 Q3	$221K	Hold	1,131	–	–	0.01%	578
2023 Q2	$208K	Buy	+1,131	New	+$193K	0.01%	621
2023 Q1	–	Sell	-1,131	Closed	-$189K	–	829
2022 Q4	$189K	Sell	1,131 -603	-35%	-$100K	0.01%	616
2022 Q3	$241K	Hold	1,734	–	–	0.01%	557
2022 Q2	$229K	Hold	1,734	–	–	0.01%	607
2022 Q1	$260K	Hold	1,734	–	–	0.01%	629
2021 Q4	$240K	Hold	1,734	–	–	0.01%	645
2021 Q3	$219K	Buy	+1,734	New	+$207K	0.01%	673

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

U.S. Capital Wealth Advisors's CW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Curtiss-Wright (CW) stake by 59% in Q1 2026, selling an estimated $2.06M and leaving 2,136 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #412.

U.S. Capital Wealth Advisors first reported a position in CW in Q3 2021 and has held it in 13 quarters since. The position peaked at $3.13M in Q3 2025. 903 funds tracked by Wall St. Rank hold CW as of Q1 2026.

U.S. Capital Wealth Advisors held 2,136 shares of Curtiss-Wright worth $1.45M as of Q1 2026.
U.S. Capital Wealth Advisors sold 3,091 Curtiss-Wright shares in Q1 2026, an estimated $2.06M.
Curtiss-Wright made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #412 holding.
U.S. Capital Wealth Advisors first reported a position in Curtiss-Wright in Q3 2021 and has held it in 13 quarters since.
U.S. Capital Wealth Advisors's Curtiss-Wright position peaked at $3.13M in Q3 2025.
903 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.