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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
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

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CF
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BC
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RIM
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