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Appleton Partners’s Curtiss-Wright CW Stock Holding History

Appleton Partners’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 		$16.8M Sell
22,183
-63
-0.3% -$46.2K 1.03% 24
2026
Q1 		$15.2M Sell
22,246
-406
-2% -$270K 1.06% 24
2025
Q4 		$12.5M Sell
22,652
-255
-1% -$142K 0.82% 36
2025
Q3 		$12.4M Buy
22,907
+164
+0.7% +$80.8K 0.83% 35
2025
Q2 		$11.1M Sell
22,743
-1,366
-6% -$539K 0.79% 45
2025
Q1 		$7.65M Buy
24,109
+10,099
+72% +$3.41M 0.59% 60
2024
Q4 		$4.97M Buy
+14,010
New +$5.05M 0.37% 73

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Appleton Partners's CW Position: Q2 2026 in Review

Appleton Partners reduced its Curtiss-Wright (CW) stake by 0.28% in Q2 2026, selling an estimated $46.2K and leaving 22,183 shares worth $16.8M. The position accounts for 1.03% of the portfolio, ranked #24.

Appleton Partners first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Appleton Partners held 22,183 shares of Curtiss-Wright worth $16.8M as of Q2 2026.
  • Appleton Partners sold 63 Curtiss-Wright shares in Q2 2026, an estimated $46.2K.
  • Curtiss-Wright made up 1.03% of Appleton Partners's portfolio in Q2 2026, its #24 holding.
  • Appleton Partners first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 168 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.