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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

ViaWealth's CW Position: Q1 2026 in Review

ViaWealth held its Curtiss-Wright (CW) position steady in Q1 2026 at 1,509 shares worth $1.03M. The position accounts for 0.57% of the portfolio, ranked #49.

ViaWealth first reported a position in CW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q2 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

ViaWealth held 1,509 shares of Curtiss-Wright worth $1.03M as of Q1 2026.
ViaWealth left its Curtiss-Wright share count unchanged in Q1 2026.
Curtiss-Wright made up 0.57% of ViaWealth's portfolio in Q1 2026, its #49 holding.
ViaWealth first reported a position in Curtiss-Wright in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Curtiss-Wright position peaked at $1.23M in Q2 2025.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.