AWM
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Axxcess Wealth Management’s Curtiss-Wright CW Stock Holding History

Axxcess Wealth Management’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 		$310K Buy
+409
New +$300K ﹤0.01% 847
2026
Q1 		– Sell
-409
Closed -$225K – 510
2025
Q4 		$225K Hold
409
– – ﹤0.01% 957
2025
Q3 		$222K Sell
409
-191
-32% -$94.1K ﹤0.01% 854
2025
Q2 		$293K Buy
+600
New +$237K 0.01% 721

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Axxcess Wealth Management's CW Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Curtiss-Wright (CW) in Q2 2026: 409 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CW as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CW in Q2 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Axxcess Wealth Management held 409 shares of Curtiss-Wright worth $310K as of Q2 2026.
  • Curtiss-Wright was a new Axxcess Wealth Management position in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #847 holding.
  • Axxcess Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.