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Brookstone Capital Management’s Curtiss-Wright CW Stock Holding History

Brookstone Capital 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 		$396K Buy
+522
New +$383K ﹤0.01% 1005
2026
Q1 		– Sell
-377
Closed -$208K – 1218
2025
Q4 		$208K Buy
+377
New +$210K ﹤0.01% 1112

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
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
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Brookstone Capital Management's CW Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in Curtiss-Wright (CW) in Q2 2026: 522 shares worth $396K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in CW as recently as Q4 2025.

Brookstone Capital Management first reported a position in CW in Q4 2025 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Brookstone Capital Management held 522 shares of Curtiss-Wright worth $396K as of Q2 2026.
  • Curtiss-Wright was a new Brookstone Capital Management position in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1005 holding.
  • Brookstone Capital Management first reported a position in Curtiss-Wright in Q4 2025 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.