Envestnet Portfolio Solutions, Inc.

Position in CW — Curtiss Wright Corp

CIK 1998033 BERWYN, PA

Position in CW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$609,239

+$65,706 QoQ

Shares Held

804

+0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#559

of 944 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $50,822,831 across 22 Aerospace & Defense names. CW ranks #14 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	52,046	$9,874,687
2	BA	Boeing Co	38,816	$8,402,499
3	GE	General Electric Co	18,478	$6,905,782
4	HWM	Howmet Aerospace Inc.	16,574	$4,456,085
5	HONA	Honeywell Aerospace Inc.	16,707	$3,688,905
6	GD	General Dynamics Corp	9,060	$3,209,414
7	LMT	Lockheed Martin Corp	5,391	$2,746,498
8	AXON	Axon Enterprise, Inc.	3,642	$2,041,741

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$609,239	804	+0.8%	Shares	Sole	2026-07-20
2026-03-31	$543,533	798	-10.5%	Shares	Sole	2026-04-29
2025-12-31	$491,732	892	+18.5%	Shares	Sole	2026-02-06
2025-09-30	$408,833	753	-44.5%	Shares	Sole	2025-10-30
2025-06-30	$662,962	1,357	-33.2%	Shares	Sole	2025-07-25
2025-03-31	$644,058	2,030	-38.8%	Shares	Sole	2025-04-21
2024-12-31	$1,177,813	3,319	+0.9%	Shares	Sole	2025-02-10
2024-09-30	$1,081,390	3,290	+72.3%	Shares	Sole	2024-10-31
2024-06-30	$517,571	1,910	-12.2%	Shares	Sole	2024-07-16
2024-03-31	$556,925	2,176	+2.5%	Shares	Sole	2024-05-06
2023-12-31	$472,983	2,123	+3.8%	Shares	Sole	2024-02-07
2023-09-30	$400,063	2,045	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.