AFC
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Ares Financial Consulting’s Curtiss-Wright CW Stock Holding History

Ares Financial Consulting’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 		$90.9K Hold
120
– – 0.07% 157
2026
Q1 		$83.6K Buy
+120
New +$79.8K 0.07% 156

Other funds holding CW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Ares Financial Consulting's CW Position: Q2 2026 in Review

Ares Financial Consulting held its Curtiss-Wright (CW) position steady in Q2 2026 at 120 shares worth $90.9K. The position accounts for 0.07% of the portfolio, ranked #157.

Ares Financial Consulting first reported a position in CW in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Ares Financial Consulting held 120 shares of Curtiss-Wright worth $90.9K as of Q2 2026.
  • Ares Financial Consulting left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.07% of Ares Financial Consulting's portfolio in Q2 2026, its #157 holding.
  • Ares Financial Consulting first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.