CCM
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Charter Capital Management’s Curtiss-Wright CW Stock Holding History

Charter 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 		$1.35M Hold
1,786
– – 0.6% 15
2026
Q1 		$1.22M Hold
1,786
– – 0.61% 17
2025
Q4 		$985K Hold
1,786
– – 0.51% 20
2025
Q3 		$970K Hold
1,786
– – 0.52% 21
2025
Q2 		$873K Buy
+1,786
New +$705K 0.51% 22

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
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 22.94% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Charter Capital Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 1,786 shares worth $1.35M. The position accounts for 0.6% of the portfolio, ranked #15.

Charter Capital Management first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 396 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Charter Capital Management held 1,786 shares of Curtiss-Wright worth $1.35M as of Q2 2026.
  • Charter Capital Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.6% of Charter Capital Management's portfolio in Q2 2026, its #15 holding.
  • Charter Capital Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 396 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.