Clean Yield Group
CW icon

Clean Yield Group’s Curtiss-Wright CW Stock Holding History

Clean Yield Group’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
Q3 		$190K Hold
350
– – 0.05% 149
2026
Q2 		$265K Hold
350
– – 0.07% 131
2026
Q1 		$238K Hold
350
– – 0.07% 125
2025
Q4 		$193K Hold
350
– – 0.05% 140
2025
Q3 		$190K Hold
350
– – 0.05% 136
2025
Q2 		$171K Hold
350
– – 0.05% 137
2025
Q1 		$111K Hold
350
– – 0.04% 163
2024
Q4 		$124K Buy
+350
New +$126K 0.04% 159

Other funds holding CW

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Clean Yield Group's CW Position: Q3 2026 in Review

Clean Yield Group held its Curtiss-Wright (CW) position steady in Q3 2026 at 350 shares worth $190K. The position accounts for 0.05% of the portfolio, ranked #149.

Clean Yield Group first reported a position in CW in Q4 2024 and has held it in 8 quarters since. The position peaked at $265K in Q2 2026. 273 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Clean Yield Group held 350 shares of Curtiss-Wright worth $190K as of Q3 2026.
  • Clean Yield Group left its Curtiss-Wright share count unchanged in Q3 2026.
  • Curtiss-Wright made up 0.05% of Clean Yield Group's portfolio in Q3 2026, its #149 holding.
  • Clean Yield Group first reported a position in Curtiss-Wright in Q4 2024 and has held it in 8 quarters since.
  • Clean Yield Group's Curtiss-Wright position peaked at $265K in Q2 2026.
  • 273 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.