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Wealthspire Advisors (New York)’s Curtiss-Wright CW Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-410
Closed -$226K – 972
2025
Q4 		$226K Buy
410
+284
+225% +$158K ﹤0.01% 919
2025
Q3 		$68.4K Buy
+126
New +$62.1K ﹤0.01% 1132

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

Wealthspire Advisors (New York)'s CW Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 410 shares — an estimated $226K sold.

Wealthspire Advisors (New York) first reported a position in CW in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 904 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 410 Curtiss-Wright shares in Q1 2026, an estimated $226K.
  • Wealthspire Advisors (New York) first reported a position in Curtiss-Wright in Q3 2025 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Curtiss-Wright position peaked at $226K in Q4 2025.
  • 904 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.