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Wealth High Governance Asset Management’s Curtiss-Wright CW Stock Holding History

Wealth High Governance Asset Management’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 		$22.1M Buy
32,425
+1,912
+6% +$1.27M 3.45% 7
2025
Q4 		$16.8M Buy
+30,513
New +$17M 3.01% 11

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Wealth High Governance Asset Management's CW Position: Q1 2026 in Review

Wealth High Governance Asset Management increased its Curtiss-Wright (CW) stake by 6.3% in Q1 2026, buying an estimated $1.27M and bringing the position to 32,425 shares worth $22.1M. The position accounts for 3.45% of the portfolio, ranked #7.

Wealth High Governance Asset Management first reported a position in CW in Q4 2025 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Wealth High Governance Asset Management held 32,425 shares of Curtiss-Wright worth $22.1M as of Q1 2026.
  • Wealth High Governance Asset Management bought 1,912 Curtiss-Wright shares in Q1 2026, an estimated $1.27M.
  • Curtiss-Wright made up 3.45% of Wealth High Governance Asset Management's portfolio in Q1 2026, its #7 holding.
  • Wealth High Governance Asset Management first reported a position in Curtiss-Wright in Q4 2025 and has held it in 2 quarters since.
  • 904 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Wealth High Governance Asset Management's 13F filing for Q1 2026, filed 18 Jun 2026.