ViaWealth’s Curtiss-Wright CW Stock Holding History

ViaWealth’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	$1.12M	Sell	1,472 -37	-2%	-$27.1K	0.56%	46
2026 Q1	$1.03M	Hold	1,509	–	–	0.57%	49
2025 Q4	$832K	Sell	1,509 -102	-6%	-$56.9K	0.47%	58
2025 Q3	$875K	Sell	1,611 -897	-36%	-$442K	0.48%	59
2025 Q2	$1.23M	Sell	2,508 -139	-5%	-$54.9K	0.72%	41
2025 Q1	$840K	Sell	2,647 -227	-8%	-$76.6K	0.52%	58
2024 Q4	$1.02M	Sell	2,874 -374	-12%	-$135K	0.62%	47
2024 Q3	$1.07M	Hold	3,248	–	–	0.62%	46
2024 Q2	$880K	Sell	3,248 -96	-3%	-$25.7K	0.55%	54
2024 Q1	$856K	Hold	3,344	–	–	0.54%	60
2023 Q4	$745K	Hold	3,344	–	–	0.51%	68
2023 Q3	$654K	Hold	3,344	–	–	0.48%	66
2023 Q2	$614K	Sell	3,344 -1,627	-33%	-$277K	0.46%	71
2023 Q1	$876K	Hold	4,971	–	–	0.69%	41
2022 Q4	$820K	Buy	+4,971	New	+$828K	0.67%	46

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

ViaWealth's CW Position: Q2 2026 in Review

ViaWealth reduced its Curtiss-Wright (CW) stake by 2.5% in Q2 2026, selling an estimated $27.1K and leaving 1,472 shares worth $1.12M. The position accounts for 0.56% of the portfolio, ranked #46.

ViaWealth first reported a position in CW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q2 2025. 947 funds tracked by Wall St. Rank hold CW as of Q2 2026.

ViaWealth held 1,472 shares of Curtiss-Wright worth $1.12M as of Q2 2026.
ViaWealth sold 37 Curtiss-Wright shares in Q2 2026, an estimated $27.1K.
Curtiss-Wright made up 0.56% of ViaWealth's portfolio in Q2 2026, its #46 holding.
ViaWealth first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
ViaWealth's Curtiss-Wright position peaked at $1.23M in Q2 2025.
947 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.