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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
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

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
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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

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

Annex Advisory Services held its Curtiss-Wright (CW) position steady in Q2 2026 at 378 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Annex Advisory Services first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Annex Advisory Services held 378 shares of Curtiss-Wright worth $286K as of Q2 2026.
  • Annex Advisory Services left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #308 holding.
  • Annex Advisory Services first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.