Atwood & Palmer’s Curtiss-Wright CW Stock Holding History

Atwood & Palmer’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	$352K	Hold	648	–	–	0.02%	143
2026 Q2	$491K	Hold	648	–	–	0.03%	122
2026 Q1	$441K	Hold	648	–	–	0.02%	122
2025 Q4	$357K	Hold	648	–	–	0.02%	123
2025 Q3	$352K	Hold	648	–	–	0.02%	123
2025 Q2	$317K	Hold	648	–	–	0.02%	124
2025 Q1	$206K	Hold	648	–	–	0.01%	150
2024 Q4	$230K	Hold	648	–	–	0.02%	138
2024 Q3	$213K	Hold	648	–	–	0.01%	146
2024 Q2	$176K	Hold	648	–	–	0.01%	151
2024 Q1	$166K	Buy	648 +8	+1%	+$1.86K	0.01%	157
2023 Q4	$143K	Hold	640	–	–	0.01%	164
2023 Q3	$125K	Hold	640	–	–	0.01%	162
2023 Q2	$118K	Hold	640	–	–	0.01%	179
2023 Q1	$113K	Sell	640 -75	-10%	-$12.7K	0.01%	170
2022 Q4	$119K	Hold	715	–	–	0.01%	169
2022 Q3	$99K	Hold	715	–	–	0.01%	169
2022 Q2	$94K	Sell	715 -20	-3%	-$2.84K	0.01%	171
2022 Q1	$110K	Hold	735	–	–	0.01%	173
2021 Q4	$102K	Hold	735	–	–	0.01%	191
2021 Q3	$93K	Hold	735	–	–	0.01%	193
2021 Q2	$87K	Hold	735	–	–	0.01%	193
2021 Q1	$87K	Hold	735	–	–	0.01%	187
2020 Q4	$86K	Hold	735	–	–	0.01%	180
2020 Q3	$69K	Hold	735	–	–	0.01%	175
2020 Q2	$66K	Hold	735	–	–	0.01%	174
2020 Q1	$68K	Sell	735 -65	-8%	-$8.33K	0.01%	167
2019 Q4	$113K	Hold	800	–	–	0.01%	151
2019 Q3	$103K	Sell	800 -117	-13%	-$14.7K	0.01%	160
2019 Q2	$117K	Sell	917 -83	-8%	-$9.56K	0.02%	148
2019 Q1	$113K	Hold	1,000	–	–	0.02%	148
2018 Q4	$102K	Hold	1,000	–	–	0.02%	148
2018 Q3	$137K	Hold	1,000	–	–	0.02%	141
2018 Q2	$119K	Hold	1,000	–	–	0.02%	147
2018 Q1	$135K	Hold	1,000	–	–	0.02%	139
2017 Q4	$122K	Hold	1,000	–	–	0.02%	146
2017 Q3	$105K	Hold	1,000	–	–	0.02%	150
2017 Q2	$92K	Hold	1,000	–	–	0.01%	157
2017 Q1	$91K	Hold	1,000	–	–	0.01%	153
2016 Q4	$98K	Hold	1,000	–	–	0.02%	140
2016 Q3	$91K	Hold	1,000	–	–	0.02%	147
2016 Q2	$84K	Hold	1,000	–	–	0.02%	155
2016 Q1	$76K	Hold	1,000	–	–	0.01%	155
2015 Q4	$69K	Hold	1,000	–	–	0.01%	187
2015 Q3	$62K	Hold	1,000	–	–	0.01%	183
2015 Q2	$72K	Hold	1,000	–	–	0.01%	177
2015 Q1	$74K	Hold	1,000	–	–	0.01%	173
2014 Q4	$71K	Hold	1,000	–	–	0.01%	183
2014 Q3	$66K	Hold	1,000	–	–	0.01%	189
2014 Q2	$66K	Buy	+1,000	New	+$65.6K	0.02%	178

Other funds holding CW

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Atwood & Palmer's CW Position: Q3 2026 in Review

Atwood & Palmer held its Curtiss-Wright (CW) position steady in Q3 2026 at 648 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #143.

Atwood & Palmer first reported a position in CW in Q2 2014 and has held it in 50 quarters since. The position peaked at $491K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

Atwood & Palmer held 648 shares of Curtiss-Wright worth $352K as of Q3 2026.
Atwood & Palmer left its Curtiss-Wright share count unchanged in Q3 2026.
Curtiss-Wright made up 0.02% of Atwood & Palmer's portfolio in Q3 2026, its #143 holding.
Atwood & Palmer first reported a position in Curtiss-Wright in Q2 2014 and has held it in 50 quarters since.
Atwood & Palmer's Curtiss-Wright position peaked at $491K in Q2 2026.
26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.