SPL
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Superior Planning, LLC’s Curtiss-Wright CW Stock Holding History

Superior Planning, LLC’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 		$27.2K Buy
+50
New +$32.9K 0.01% 580

Other funds holding CW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Superior Planning, LLC's CW Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Curtiss-Wright (CW) in Q3 2026: 50 shares worth $27.2K. The stake represents 0.01% of the portfolio and ranks #580 among its holdings.

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

  • Superior Planning, LLC held 50 shares of Curtiss-Wright worth $27.2K as of Q3 2026.
  • Curtiss-Wright was a new Superior Planning, LLC position in Q3 2026.
  • Curtiss-Wright made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #580 holding.
  • 592 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.