WC
CW icon

Waterloo Capital’s Curtiss-Wright CW Stock Holding History

Waterloo Capital’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 		$655K Sell
864
-785
-48% -$575K 0.04% 305
2026
Q1 		$1.12M Buy
+1,649
New +$1.1M 0.08% 201

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

Waterloo Capital's CW Position: Q2 2026 in Review

Waterloo Capital reduced its Curtiss-Wright (CW) stake by 48% in Q2 2026, selling an estimated $575K and leaving 864 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #305.

Waterloo Capital first reported a position in CW in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Waterloo Capital held 864 shares of Curtiss-Wright worth $655K as of Q2 2026.
  • Waterloo Capital sold 785 Curtiss-Wright shares in Q2 2026, an estimated $575K.
  • Curtiss-Wright made up 0.04% of Waterloo Capital's portfolio in Q2 2026, its #305 holding.
  • Waterloo Capital first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • Waterloo Capital's Curtiss-Wright position peaked at $1.12M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.