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Vermillion & White Wealth Management Group’s Curtiss-Wright CW Stock Holding History

Vermillion & White Wealth Management Group’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
-9
Closed -$4.96K – 176
2025
Q4 		$4.96K Hold
9
– – ﹤0.01% 417
2025
Q3 		$4.89K Buy
+9
New +$4.43K ﹤0.01% 420

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

Vermillion & White Wealth Management Group's CW Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 9 shares — an estimated $4.96K sold.

Vermillion & White Wealth Management Group first reported a position in CW in Q3 2025 and held it in 2 quarters. The position peaked at $4.96K in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 9 Curtiss-Wright shares in Q1 2026, an estimated $4.96K.
  • Vermillion & White Wealth Management Group first reported a position in Curtiss-Wright in Q3 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's Curtiss-Wright position peaked at $4.96K in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.