Ameritas Advisory Services’s Curtiss-Wright CW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$480K Sell
633
-45
-7% -$33K 0.01% 812
2026
Q1
$462K Sell
678
-282
-29% -$188K 0.02% 601
2025
Q4
$529K Buy
+960
New +$535K 0.02% 544
2025
Q3
Sell
-15
Closed -$7.33K 2286
2025
Q2
$7.33K Buy
+15
New +$5.92K ﹤0.01% 2124
2023
Q2
Sell
-516
Closed -$90K 962
2023
Q1
$90K Buy
+516
New +$87.4K ﹤0.01% 1040

Other funds holding CW

Ameritas Advisory Services's CW Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Curtiss-Wright (CW) stake by 6.6% in Q2 2026, selling an estimated $33K and leaving 633 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #812.

Ameritas Advisory Services first reported a position in CW in Q1 2023 and has held it in 5 quarters since. The position peaked at $529K in Q4 2025. 949 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Ameritas Advisory Services held 633 shares of Curtiss-Wright worth $480K as of Q2 2026.
  • Ameritas Advisory Services sold 45 Curtiss-Wright shares in Q2 2026, an estimated $33K.
  • Curtiss-Wright made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #812 holding.
  • Ameritas Advisory Services first reported a position in Curtiss-Wright in Q1 2023 and has held it in 5 quarters since.
  • Ameritas Advisory Services's Curtiss-Wright position peaked at $529K in Q4 2025.
  • 949 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.