BRWA
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B. Riley Wealth Advisors’s Curtiss-Wright CW Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-10,000
Closed -$63.2K – 950
2026
Q1 		$63.2K Buy
+10,000
New +$6.65M ﹤0.01% 811

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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

B. Riley Wealth Advisors's CW Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 240 shares — an estimated $151K sold.

B. Riley Wealth Advisors first reported a position in CW in Q4 2014 and held it in 4 quarters. The position peaked at $405K in Q4 2022. 250 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 240 Curtiss-Wright shares in Q2 2026, an estimated $151K.
  • B. Riley Wealth Advisors first reported a position in Curtiss-Wright in Q4 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Curtiss-Wright position peaked at $405K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.