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

Congress 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
Q3 		$84.4M Sell
155,176
-43,582
-22% -$28.7M 0.55% 66
2026
Q2 		$151M Sell
198,758
-29,077
-13% -$21.3M 0.93% 27
2026
Q1 		$155M Sell
227,835
-42,050
-16% -$28M 1.11% 17
2025
Q4 		$149M Sell
269,885
-31,374
-10% -$17.5M 1.05% 19
2025
Q3 		$164M Sell
301,259
-24,519
-8% -$12.1M 1.09% 19
2025
Q2 		$159M Sell
325,778
-83,750
-20% -$33.1M 1.09% 21
2025
Q1 		$130M Sell
409,528
-32,270
-7% -$10.9M 0.97% 27
2024
Q4 		$157M Sell
441,798
-17,276
-4% -$6.22M 1.06% 15
2024
Q3 		$151M Buy
459,074
+265,205
+137% +$78.5M 1.03% 22
2024
Q2 		$52.5M Buy
193,869
+152,736
+371% +$40.8M 0.38% 92
2024
Q1 		$10.5M Buy
41,133
+8,988
+28% +$2.09M 0.08% 178
2023
Q4 		$7.16M Buy
32,145
+8,137
+34% +$1.7M 0.06% 209
2023
Q3 		$4.7M Buy
24,008
+4,111
+21% +$815K 0.04% 222
2023
Q2 		$3.65M Buy
19,897
+1,683
+9% +$287K 0.03% 241
2023
Q1 		$3.21M Buy
18,214
+103
+0.6% +$17.4K 0.03% 248
2022
Q4 		$3.02M Buy
18,111
+2,683
+17% +$447K 0.03% 249
2022
Q3 		$2.15M Buy
15,428
+4,161
+37% +$591K 0.02% 265
2022
Q2 		$1.49M Buy
11,267
+986
+10% +$140K 0.01% 301
2022
Q1 		$1.54M Buy
+10,281
New +$1.46M 0.01% 300
2020
Q2 		– Sell
-5,176
Closed -$478K – 324
2020
Q1 		$478K Buy
5,176
+44
+0.9% +$5.64K 0.01% 288
2019
Q4 		$723K Buy
+5,132
New +$695K 0.01% 293

Other funds holding CW

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return

Congress Asset Management's CW Position: Q3 2026 in Review

Congress Asset Management reduced its Curtiss-Wright (CW) stake by 22% in Q3 2026, selling an estimated $28.7M and leaving 155,176 shares worth $84.4M. The position accounts for 0.55% of the portfolio, ranked #66.

Congress Asset Management first reported a position in CW in Q4 2019 and has held it in 21 quarters since. The position peaked at $164M in Q3 2025. 72 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Congress Asset Management held 155,176 shares of Curtiss-Wright worth $84.4M as of Q3 2026.
  • Congress Asset Management sold 43,582 Curtiss-Wright shares in Q3 2026, an estimated $28.7M.
  • Curtiss-Wright made up 0.55% of Congress Asset Management's portfolio in Q3 2026, its #66 holding.
  • Congress Asset Management first reported a position in Curtiss-Wright in Q4 2019 and has held it in 21 quarters since.
  • Congress Asset Management's Curtiss-Wright position peaked at $164M in Q3 2025.
  • 72 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.