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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

4Wealth Advisors's CW Position: Q2 2026 in Review

4Wealth Advisors reduced its Curtiss-Wright (CW) stake by 6.7% in Q2 2026, selling an estimated $60.1K and leaving 1,143 shares worth $843K. The position accounts for 0.65% of the portfolio, ranked #47.

4Wealth Advisors first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • 4Wealth Advisors held 1,143 shares of Curtiss-Wright worth $843K as of Q2 2026.
  • 4Wealth Advisors sold 82 Curtiss-Wright shares in Q2 2026, an estimated $60.1K.
  • Curtiss-Wright made up 0.65% of 4Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • 4Wealth Advisors first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 353 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.