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

Annex Advisory Services’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 		$203K Sell
373
-5
-1% -$3.29K ﹤0.01% 371
2026
Q2 		$286K Hold
378
– – ﹤0.01% 308
2026
Q1 		$257K Buy
378
+5
+1% +$3.33K ﹤0.01% 318
2025
Q4 		$206K Buy
+373
New +$208K ﹤0.01% 349

Other funds holding CW

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Cardano Risk Management
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Annex Advisory Services's CW Position: Q3 2026 in Review

Annex Advisory Services reduced its Curtiss-Wright (CW) stake by 1.3% in Q3 2026, selling an estimated $3.29K and leaving 373 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Annex Advisory Services first reported a position in CW in Q4 2025 and has held it in 4 quarters since. The position peaked at $286K in Q2 2026. 138 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Annex Advisory Services held 373 shares of Curtiss-Wright worth $203K as of Q3 2026.
  • Annex Advisory Services sold 5 Curtiss-Wright shares in Q3 2026, an estimated $3.29K.
  • Curtiss-Wright made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #371 holding.
  • Annex Advisory Services first reported a position in Curtiss-Wright in Q4 2025 and has held it in 4 quarters since.
  • Annex Advisory Services's Curtiss-Wright position peaked at $286K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.