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Wealthspan Partners’s Curtiss-Wright CW Stock Holding History

Wealthspan Partners’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 		$606K Hold
800
– – 0.19% 75
2026
Q1 		$545K Hold
800
– – 0.19% 74
2025
Q4 		$441K Hold
800
– – 0.16% 81
2025
Q3 		$434K Hold
800
– – 0.17% 82
2025
Q2 		$391K Hold
800
– – 0.16% 83
2025
Q1 		$254K Hold
800
– – 0.12% 96
2024
Q4 		$284K Hold
800
– – 0.14% 91
2024
Q3 		$263K Hold
800
– – 0.13% 92
2024
Q2 		$217K Hold
800
– – 0.12% 99
2024
Q1 		$205K Buy
+800
New +$186K 0.12% 95

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

Wealthspan Partners's CW Position: Q2 2026 in Review

Wealthspan Partners held its Curtiss-Wright (CW) position steady in Q2 2026 at 800 shares worth $606K. The position accounts for 0.19% of the portfolio, ranked #75.

Wealthspan Partners first reported a position in CW in Q1 2024 and has held it in 10 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Wealthspan Partners held 800 shares of Curtiss-Wright worth $606K as of Q2 2026.
  • Wealthspan Partners left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.19% of Wealthspan Partners's portfolio in Q2 2026, its #75 holding.
  • Wealthspan Partners first reported a position in Curtiss-Wright in Q1 2024 and has held it in 10 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.