Vision Retirement’s Curtiss-Wright CW Stock Holding History

Vision Retirement’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	$18.3K	Hold	24	–	–	﹤0.01%	354
2026 Q1	$16.5K	Hold	24	–	–	﹤0.01%	351
2025 Q4	$13.3K	Buy	+24	New	+$13.4K	﹤0.01%	379

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vision Retirement's CW Position: Q2 2026 in Review

Vision Retirement held its Curtiss-Wright (CW) position steady in Q2 2026 at 24 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Vision Retirement first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 894 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Vision Retirement held 24 shares of Curtiss-Wright worth $18.3K as of Q2 2026.
Vision Retirement left its Curtiss-Wright share count unchanged in Q2 2026.
Curtiss-Wright made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #354 holding.
Vision Retirement first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
894 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.