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United Capital Financial Advisors’s Curtiss-Wright CW Stock Holding History

United Capital Financial 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 		$444K Sell
586
-131
-18% -$96K ﹤0.01% 1182
2026
Q1 		$488K Sell
717
-1,996
-74% -$1.33M ﹤0.01% 1083
2025
Q4 		$1.5M Buy
2,713
+267
+11% +$149K 0.01% 614
2025
Q3 		$1.33M Buy
2,446
+1,933
+377% +$952K 0.01% 566
2025
Q2 		$251K Buy
+513
New +$202K ﹤0.01% 982
2024
Q4 		– Sell
-623
Closed -$205K – 1071
2024
Q3 		$205K Buy
+623
New +$184K ﹤0.01% 1005

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

United Capital Financial Advisors's CW Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Curtiss-Wright (CW) stake by 18% in Q2 2026, selling an estimated $96K and leaving 586 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

United Capital Financial Advisors first reported a position in CW in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • United Capital Financial Advisors held 586 shares of Curtiss-Wright worth $444K as of Q2 2026.
  • United Capital Financial Advisors sold 131 Curtiss-Wright shares in Q2 2026, an estimated $96K.
  • Curtiss-Wright made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1182 holding.
  • United Capital Financial Advisors first reported a position in Curtiss-Wright in Q3 2024 and has held it in 6 quarters since.
  • United Capital Financial Advisors's Curtiss-Wright position peaked at $1.5M in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.