VWA
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Valued Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Valued 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
Q2 		$3.05K Hold
4
– – ﹤0.01% 572
2026
Q1 		$2.74K Hold
4
– – ﹤0.01% 491
2025
Q4 		$2.22K Hold
4
– – ﹤0.01% 392
2025
Q3 		$2.19K Hold
4
– – ﹤0.01% 378
2025
Q2 		$1.97K Hold
4
– – ﹤0.01% 385
2025
Q1 		$1.28K Hold
4
– – ﹤0.01% 449
2024
Q4 		$1.43K Hold
4
– – ﹤0.01% 433
2024
Q3 		$1.32K Hold
4
– – ﹤0.01% 418
2024
Q2 		$1.09K Hold
4
– – ﹤0.01% 434
2024
Q1 		$1.03K Hold
4
– – ﹤0.01% 434
2023
Q4 		$787 Buy
+4
New +$837 ﹤0.01% 395

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

Valued Wealth Advisors's CW Position: Q2 2026 in Review

Valued Wealth Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 4 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Valued Wealth Advisors first reported a position in CW in Q4 2023 and has held it in 11 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Valued Wealth Advisors held 4 shares of Curtiss-Wright worth $3.05K as of Q2 2026.
  • Valued Wealth Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Valued Wealth Advisors first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.