WAG
CW icon

Wallace Advisory Group’s Curtiss-Wright CW Stock Holding History

Wallace 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
2025
Q4 		– Sell
-475
Closed -$232K – 140
2025
Q3 		$232K Sell
475
-165
-26% -$81.3K 0.19% 147
2025
Q2 		$203K Buy
640
+14
+2% +$5.53K 0.15% 165
2025
Q1 		$222K Sell
626
-7
-1% -$2.36K 0.15% 165
2024
Q4 		$208K Buy
+633
New +$228K 0.14% 168

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wallace Advisory Group's CW Position: Q4 2025 in Review

Wallace Advisory Group sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 475 shares — an estimated $232K sold.

Wallace Advisory Group first reported a position in CW in Q4 2024 and held it in 4 quarters. The position peaked at $232K in Q3 2025. 837 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Wallace Advisory Group reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 475 Curtiss-Wright shares in Q4 2025, an estimated $232K.
  • Wallace Advisory Group first reported a position in Curtiss-Wright in Q4 2024 and held it in 4 quarters.
  • Wallace Advisory Group's Curtiss-Wright position peaked at $232K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.