UFF
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USA Financial Formulas’s Curtiss-Wright CW Stock Holding History

USA Financial Formulas’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
-295
Closed -$163K – 458
2025
Q4 		$163K Sell
295
-51
-15% -$28.4K 0.03% 149
2025
Q3 		$188K Buy
+346
New +$170K 0.03% 144
2025
Q1 		– Sell
-798
Closed -$283K – 303
2024
Q4 		$283K Sell
798
-58
-7% -$20.9K 0.04% 134
2024
Q3 		$281K Sell
856
-56
-6% -$16.6K 0.04% 125
2024
Q2 		$247K Sell
912
-287
-24% -$76.7K 0.04% 141
2024
Q1 		$307K Buy
1,199
+1,177
+5,350% +$274K 0.05% 146
2023
Q4 		$4.9K Sell
22
-410
-95% -$85.8K ﹤0.01% 261
2023
Q3 		$84.5K Hold
432
– – 0.13% 164
2023
Q2 		$79.3K Sell
432
-266
-38% -$45.3K 0.12% 125
2023
Q1 		$123K Buy
+698
New +$118K 0.2% 76
2022
Q3 		– Sell
-1,056
Closed -$139K – 326
2022
Q2 		$139K Buy
1,056
+129
+14% +$18.3K 0.17% 78
2022
Q1 		$139K Buy
+927
New +$132K 0.15% 77
2018
Q3 		– Sell
-5,061
Closed -$684K – 295
2018
Q2 		$684K Sell
5,061
-20
-0.4% -$2.61K 0.17% 122
2018
Q1 		$686K Buy
+5,081
New +$664K 0.17% 122
2017
Q1 		– Sell
-2,333
Closed -$229K – 260
2016
Q4 		$229K Sell
2,333
-477
-17% -$45.4K 0.06% 236
2016
Q3 		$256K Buy
+2,810
New +$247K 0.07% 207

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