4Wealth Advisors
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4Wealth Advisors’s Curtiss-Wright CW Stock Holding History

4Wealth 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
Q3 		$610K Hold
1,143
– – 0.42% 60
2026
Q2 		$843K Sell
1,143
-82
-7% -$60.1K 0.65% 47
2026
Q1 		$774K Sell
1,225
-80
-6% -$53.2K 0.66% 47
2025
Q4 		$719K Hold
1,305
– – 0.61% 52
2025
Q3 		$709K Hold
1,305
– – 0.63% 51
2025
Q2 		$638K Sell
1,305
-56
-4% -$22.1K 0.65% 51
2025
Q1 		$432K Hold
1,361
– – 0.47% 76
2024
Q4 		$483K Buy
+1,361
New +$490K 0.48% 73

Other funds holding CW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

4Wealth Advisors's CW Position: Q3 2026 in Review

4Wealth Advisors held its Curtiss-Wright (CW) position steady in Q3 2026 at 1,143 shares worth $610K. The position accounts for 0.42% of the portfolio, ranked #60.

4Wealth Advisors first reported a position in CW in Q4 2024 and has held it in 8 quarters since. The position peaked at $843K in Q2 2026. 413 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • 4Wealth Advisors held 1,143 shares of Curtiss-Wright worth $610K as of Q3 2026.
  • 4Wealth Advisors left its Curtiss-Wright share count unchanged in Q3 2026.
  • Curtiss-Wright made up 0.42% of 4Wealth Advisors's portfolio in Q3 2026, its #60 holding.
  • 4Wealth Advisors first reported a position in Curtiss-Wright in Q4 2024 and has held it in 8 quarters since.
  • 4Wealth Advisors's Curtiss-Wright position peaked at $843K in Q2 2026.
  • 413 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.