Belpointe Asset Management’s Curtiss-Wright CW Stock Holding History

Belpointe Asset 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	$233K	Sell	308 -7	-2%	-$5.13K	0.01%	998
2026 Q1	$215K	Sell	315 -146	-32%	-$97.1K	0.01%	985
2025 Q4	$254K	Sell	461 -627	-58%	-$350K	0.01%	875
2025 Q3	$591K	Buy	1,088 +621	+133%	+$306K	0.02%	578
2025 Q2	$228K	Buy	+467	New	+$184K	0.01%	836
2023 Q2	–	Sell	-453	Closed	-$79.8K	–	1171
2023 Q1	$79.8K	Buy	453 +130	+40%	+$22K	﹤0.01%	1442
2022 Q4	$53.9K	Buy	+323	New	+$53.8K	﹤0.01%	1559

Other funds holding CW

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 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Belpointe Asset Management's CW Position: Q2 2026 in Review

Belpointe Asset Management reduced its Curtiss-Wright (CW) stake by 2.2% in Q2 2026, selling an estimated $5.13K and leaving 308 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #998.

Belpointe Asset Management first reported a position in CW in Q4 2022 and has held it in 7 quarters since. The position peaked at $591K in Q3 2025. 353 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Belpointe Asset Management held 308 shares of Curtiss-Wright worth $233K as of Q2 2026.
Belpointe Asset Management sold 7 Curtiss-Wright shares in Q2 2026, an estimated $5.13K.
Curtiss-Wright made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #998 holding.
Belpointe Asset Management first reported a position in Curtiss-Wright in Q4 2022 and has held it in 7 quarters since.
Belpointe Asset Management's Curtiss-Wright position peaked at $591K in Q3 2025.
353 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.