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Whipplewood Advisors’s Curtiss-Wright CW Stock Holding History

Whipplewood Advisors’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
-6
Closed -$4.09K – 743
2026
Q1 		$4.09K Buy
+6
New +$3.99K ﹤0.01% 653
2025
Q3 		– Sell
-7
Closed -$3.42K – 515
2025
Q2 		$3.42K Sell
7
-93
-93% -$36.7K ﹤0.01% 769
2025
Q1 		$1.9K Buy
100
+94
+1,567% +$31.7K ﹤0.01% 897
2024
Q4 		$2.13K Buy
+6
New +$2.16K ﹤0.01% 859

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

Whipplewood Advisors's CW Position: Q2 2026 in Review

Whipplewood Advisors sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 6 shares — an estimated $4.09K sold.

Whipplewood Advisors first reported a position in CW in Q4 2024 and held it in 4 quarters. The position peaked at $4.09K in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Whipplewood Advisors reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 6 Curtiss-Wright shares in Q2 2026, an estimated $4.09K.
  • Whipplewood Advisors first reported a position in Curtiss-Wright in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Curtiss-Wright position peaked at $4.09K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.