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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthspan Partners's CW Position: Q1 2026 in Review

Wealthspan Partners held its Curtiss-Wright (CW) position steady in Q1 2026 at 800 shares worth $545K. The position accounts for 0.19% of the portfolio, ranked #74.

Wealthspan Partners first reported a position in CW in Q1 2024 and has held it in 9 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Wealthspan Partners held 800 shares of Curtiss-Wright worth $545K as of Q1 2026.
Wealthspan Partners left its Curtiss-Wright share count unchanged in Q1 2026.
Curtiss-Wright made up 0.19% of Wealthspan Partners's portfolio in Q1 2026, its #74 holding.
Wealthspan Partners first reported a position in Curtiss-Wright in Q1 2024 and has held it in 9 quarters since.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.