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Williamson Legacy Group’s Curtiss-Wright CW Stock Holding History

Williamson Legacy 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
2025
Q2 		– Sell
-3,039
Closed -$964K – 114
2025
Q1 		$964K Buy
3,039
+38
+1% +$12.8K 0.92% 54
2024
Q4 		$1.06M Buy
3,001
+129
+4% +$46.5K 0.71% 37
2024
Q3 		$944K Buy
+2,872
New +$850K 0.63% 47

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Williamson Legacy Group's CW Position: Q2 2025 in Review

Williamson Legacy Group sold out of Curtiss-Wright (CW) in Q2 2025, closing a stake of 3,039 shares — an estimated $964K sold.

Williamson Legacy Group first reported a position in CW in Q3 2024 and held it in 3 quarters. The position peaked at $1.06M in Q4 2024. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Williamson Legacy Group reported no remaining Curtiss-Wright position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 3,039 Curtiss-Wright shares in Q2 2025, an estimated $964K.
  • Williamson Legacy Group first reported a position in Curtiss-Wright in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Curtiss-Wright position peaked at $1.06M in Q4 2024.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.