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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Waverly Advisors's CW Position: Q1 2026 in Review

Waverly Advisors increased its Curtiss-Wright (CW) stake by 140% in Q1 2026, buying an estimated $444K and bringing the position to 1,144 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #909.

Waverly Advisors first reported a position in CW in Q4 2014 and has held it in 4 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Waverly Advisors held 1,144 shares of Curtiss-Wright worth $779K as of Q1 2026.
  • Waverly Advisors bought 667 Curtiss-Wright shares in Q1 2026, an estimated $444K.
  • Curtiss-Wright made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #909 holding.
  • Waverly Advisors first reported a position in Curtiss-Wright in Q4 2014 and has held it in 4 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.