WWC
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Waypoint Wealth Counsel’s Curtiss-Wright CW Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-353
Closed -$240K – 172
2026
Q1 		$240K Sell
353
-31
-8% -$20.6K 0.12% 180
2025
Q4 		$212K Buy
+384
New +$214K 0.08% 252

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

Waypoint Wealth Counsel's CW Position: Q2 2026 in Review

Waypoint Wealth Counsel sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 353 shares — an estimated $240K sold.

Waypoint Wealth Counsel first reported a position in CW in Q4 2025 and held it in 2 quarters. The position peaked at $240K in Q1 2026. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Waypoint Wealth Counsel reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 353 Curtiss-Wright shares in Q2 2026, an estimated $240K.
  • Waypoint Wealth Counsel first reported a position in Curtiss-Wright in Q4 2025 and held it in 2 quarters.
  • Waypoint Wealth Counsel's Curtiss-Wright position peaked at $240K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.