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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
Q2 		$155K Buy
+205
New +$150K 0.03% 155
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 $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

USA Financial Formulas's CW Position: Q2 2026 in Review

USA Financial Formulas opened a new position in Curtiss-Wright (CW) in Q2 2026: 205 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings. This is a return to the name: USA Financial Formulas previously reported a position in CW as recently as Q4 2025.

USA Financial Formulas first reported a position in CW in Q3 2016 and has held it in 17 quarters since. The position peaked at $686K in Q1 2018. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • USA Financial Formulas held 205 shares of Curtiss-Wright worth $155K as of Q2 2026.
  • Curtiss-Wright was a new USA Financial Formulas position in Q2 2026.
  • Curtiss-Wright made up 0.03% of USA Financial Formulas's portfolio in Q2 2026, its #155 holding.
  • USA Financial Formulas first reported a position in Curtiss-Wright in Q3 2016 and has held it in 17 quarters since.
  • USA Financial Formulas's Curtiss-Wright position peaked at $686K in Q1 2018.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.