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Modera Wealth Management, LLC → CW

Modera Wealth Management, LLC CW Position History

Curtiss-Wright Corporation • Industrials

Quarters held
5
Latest value
$13M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$13M
Q4 2025$12.5M
Q1 2026$12M
Q2 2026$14.1M
Q3 2026$13M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$13M128.9K——
Q2 2026$14.1M130.6K——
Q1 2026$12M131.4K——
Q4 2025$12.5M140.3K——
Q3 2025$13M143.1K——

Other funds holding CW

Other Modera Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$710.3M
VGES

VANGUARD INDEX FDS

$662.4M
VGES

VANGUARD INDEX FDS

$584.6M
VGES

VANGUARD INDEX FDS

$583.9M
VGES

VANGUARD INDEX FDS

$542.3M
VGES

VANGUARD INDEX FDS

$407.8M
BX

VANGUARD SPECIALIZED FUNDS

$405.1M
VGES

VANGUARD INDEX FDS

$398.9M