VAG
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VisionPoint Advisory Group’s Curtiss-Wright CW Stock Holding History

VisionPoint Advisory 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
Q2 		$443K Sell
585
-20
-3% -$14.7K 0.07% 275
2026
Q1 		$412K Sell
605
-186
-24% -$124K 0.08% 259
2025
Q4 		$436K Buy
791
+123
+18% +$68.6K 0.08% 232
2025
Q3 		$363K Buy
668
+174
+35% +$85.7K 0.07% 259
2025
Q2 		$241K Buy
+494
New +$195K 0.05% 311

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

VisionPoint Advisory Group's CW Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Curtiss-Wright (CW) stake by 3.3% in Q2 2026, selling an estimated $14.7K and leaving 585 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #275.

VisionPoint Advisory Group first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • VisionPoint Advisory Group held 585 shares of Curtiss-Wright worth $443K as of Q2 2026.
  • VisionPoint Advisory Group sold 20 Curtiss-Wright shares in Q2 2026, an estimated $14.7K.
  • Curtiss-Wright made up 0.07% of VisionPoint Advisory Group's portfolio in Q2 2026, its #275 holding.
  • VisionPoint Advisory Group first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.