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Burney Company’s Curtiss-Wright CW Stock Holding History

Burney Company’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 		$10.7M Sell
14,083
-448
-3% -$328K 0.29% 59
2026
Q1 		$9.9M Sell
14,531
-2,868
-16% -$1.91M 0.31% 48
2025
Q4 		$9.59M Buy
17,399
+84
+0.5% +$46.9K 0.3% 73
2025
Q3 		$9.4M Sell
17,315
-446
-3% -$220K 0.3% 83
2025
Q2 		$8.68M Sell
17,761
-619
-3% -$244K 0.29% 85
2025
Q1 		$5.83M Sell
18,380
-9,660
-34% -$3.26M 0.21% 103
2024
Q4 		$9.95M Sell
28,040
-889
-3% -$320K 0.35% 71
2024
Q3 		$9.51M Sell
28,929
-415
-1% -$123K 0.34% 75
2024
Q2 		$7.95M Buy
29,344
+764
+3% +$204K 0.3% 81
2024
Q1 		$7.31M Sell
28,580
-48
-0.2% -$11.2K 0.28% 92
2023
Q4 		$6.38M Buy
28,628
+2,112
+8% +$442K 0.27% 93
2023
Q3 		$5.19M Buy
26,516
+3,437
+15% +$681K 0.24% 108
2023
Q2 		$4.24M Buy
23,079
+20,151
+688% +$3.43M 0.19% 138
2023
Q1 		$516K Hold
2,928
– – 0.03% 401
2022
Q4 		$489K Hold
2,928
– – 0.02% 403
2022
Q3 		$407K Buy
2,928
+216
+8% +$30.7K 0.02% 436
2022
Q2 		$358K Sell
2,712
-7,691
-74% -$1.09M 0.02% 448
2022
Q1 		$1.56M Buy
10,403
+7,562
+266% +$1.08M 0.07% 271
2021
Q4 		$394K Buy
2,841
+60
+2% +$7.92K 0.02% 450
2021
Q3 		$351K Sell
2,781
-73
-3% -$8.72K 0.02% 456
2021
Q2 		$339K Sell
2,854
-462
-14% -$57.8K 0.02% 475
2021
Q1 		$393K Sell
3,316
-3,066
-48% -$355K 0.02% 438
2020
Q4 		$743K Buy
6,382
+1,087
+21% +$115K 0.04% 319
2020
Q3 		$494K Buy
5,295
+38
+0.7% +$3.65K 0.03% 356
2020
Q2 		$469K Sell
5,257
-6,356
-55% -$606K 0.03% 351
2020
Q1 		$1.07M Sell
11,613
-1,202
-9% -$154K 0.08% 226
2019
Q4 		$1.81M Buy
12,815
+1,291
+11% +$175K 0.1% 211
2019
Q3 		$1.49M Buy
11,524
+449
+4% +$56.5K 0.09% 217
2019
Q2 		$1.41M Buy
11,075
+9,035
+443% +$1.04M 0.09% 230
2019
Q1 		$231K Hold
2,040
– – 0.01% 419
2018
Q4 		$208K Buy
2,040
+260
+15% +$29K 0.01% 413
2018
Q3 		$245K Sell
1,780
-400
-18% -$52.5K 0.01% 400
2018
Q2 		$259K Hold
2,180
– – 0.02% 388
2018
Q1 		$294K Sell
2,180
-60
-3% -$7.84K 0.02% 339
2017
Q4 		$273K Hold
2,240
– – 0.02% 360
2017
Q3 		$237K Hold
2,240
– – 0.02% 364
2017
Q2 		$203K Buy
+2,240
New +$202K 0.01% 383
2017
Q1 		– Sell
-2,140
Closed -$210K – 395
2016
Q4 		$210K Buy
+2,140
New +$203K 0.01% 365

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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Burney Company's CW Position: Q2 2026 in Review

Burney Company reduced its Curtiss-Wright (CW) stake by 3.1% in Q2 2026, selling an estimated $328K and leaving 14,083 shares worth $10.7M. The position accounts for 0.29% of the portfolio, ranked #59.

Burney Company first reported a position in CW in Q4 2016 and has held it in 38 quarters since. 115 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Burney Company held 14,083 shares of Curtiss-Wright worth $10.7M as of Q2 2026.
  • Burney Company sold 448 Curtiss-Wright shares in Q2 2026, an estimated $328K.
  • Curtiss-Wright made up 0.29% of Burney Company's portfolio in Q2 2026, its #59 holding.
  • Burney Company first reported a position in Curtiss-Wright in Q4 2016 and has held it in 38 quarters since.
  • 115 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.