B.A. Schrock Wealth Management, Inc.’s Curtiss-Wright CW Stock Holding History

B.A. Schrock Wealth Management, Inc.’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 Q3	$398K	Buy	+730	New	+$481K	0.15%	97

Other funds holding CW

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s CW Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Curtiss-Wright (CW) in Q3 2026: 730 shares worth $398K. The stake represents 0.15% of the portfolio and ranks #97 among its holdings.

75 funds tracked by Wall St. Rank hold CW as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 730 shares of Curtiss-Wright worth $398K as of Q3 2026.
Curtiss-Wright was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Curtiss-Wright made up 0.15% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #97 holding.
75 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.