Wellington Group’s Curtiss-Wright CW Stock Holding History

Wellington Group’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	-34	Closed	-$23.2K	–	199
2026 Q1	$23.2K	Sell	34 -5	-13%	-$3.33K	0.01%	374
2025 Q4	$21.5K	Buy	+39	New	+$21.8K	0.01%	381

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Group's CW Position: Q2 2026 in Review

Wellington Group sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 34 shares — an estimated $23.2K sold.

Wellington Group first reported a position in CW in Q4 2025 and held it in 2 quarters. The position peaked at $23.2K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Wellington Group reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 34 Curtiss-Wright shares in Q2 2026, an estimated $23.2K.
Wellington Group first reported a position in Curtiss-Wright in Q4 2025 and held it in 2 quarters.
Wellington Group's Curtiss-Wright position peaked at $23.2K in Q1 2026.
944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.