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Waverly Advisors’s Curtiss-Wright CW Stock Holding History

Waverly Advisors’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 		$938K Buy
1,238
+94
+8% +$68.9K 0.01% 918
2026
Q1 		$779K Buy
1,144
+667
+140% +$444K 0.01% 909
2025
Q4 		$263K Buy
+477
New +$266K ﹤0.01% 1270
2015
Q2 		– Sell
-227
Closed -$17K – 368
2015
Q1 		$17K Sell
227
-264
-54% -$18.5K 0.01% 211
2014
Q4 		$35K Buy
+491
New +$33.9K 0.02% 160

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waverly Advisors's CW Position: Q2 2026 in Review

Waverly Advisors increased its Curtiss-Wright (CW) stake by 8.2% in Q2 2026, buying an estimated $68.9K and bringing the position to 1,238 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #918.

Waverly Advisors first reported a position in CW in Q4 2014 and has held it in 5 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Waverly Advisors held 1,238 shares of Curtiss-Wright worth $938K as of Q2 2026.
  • Waverly Advisors bought 94 Curtiss-Wright shares in Q2 2026, an estimated $68.9K.
  • Curtiss-Wright made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #918 holding.
  • Waverly Advisors first reported a position in Curtiss-Wright in Q4 2014 and has held it in 5 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.