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

Congress Wealth 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
2025
Q2 		$21.3M Sell
43,655
-8,882
-17% -$3.51M 0.21% 120
2025
Q1 		$16.7M Sell
52,537
-3,095
-6% -$1.04M 0.2% 131
2024
Q4 		$19.7M Sell
55,632
-317
-0.6% -$114K 0.27% 99
2024
Q3 		$18.4M Buy
55,949
+40,472
+261% +$12M 0.25% 112
2024
Q2 		$4.19M Buy
15,477
+3,784
+32% +$1.01M 0.07% 268
2024
Q1 		$2.99M Sell
11,693
-859
-7% -$200K 0.05% 278
2023
Q4 		$2.8M Buy
12,552
+1,546
+14% +$323K 0.05% 282
2023
Q3 		$2.15M Buy
11,006
+834
+8% +$165K 0.04% 294
2023
Q2 		$1.87M Buy
10,172
+318
+3% +$54.2K 0.04% 273
2023
Q1 		$1.74M Buy
9,854
+538
+6% +$91.1K 0.04% 283
2022
Q4 		$1.56M Buy
9,316
+843
+10% +$140K 0.04% 290
2022
Q3 		$1.18M Buy
8,473
+1,450
+21% +$206K 0.03% 322
2022
Q2 		$927K Buy
7,023
+777
+12% +$110K 0.02% 340
2022
Q1 		$938K Buy
+6,246
New +$889K 0.02% 360

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Congress Wealth Management's CW Position: Q2 2025 in Review

Congress Wealth Management reduced its Curtiss-Wright (CW) stake by 17% in Q2 2025, selling an estimated $3.51M and leaving 43,655 shares worth $21.3M. The position accounts for 0.21% of the portfolio, ranked #120.

Congress Wealth Management first reported a position in CW in Q1 2022 and has held it in 14 quarters since. 741 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Congress Wealth Management held 43,655 shares of Curtiss-Wright worth $21.3M as of Q2 2025.
  • Congress Wealth Management sold 8,882 Curtiss-Wright shares in Q2 2025, an estimated $3.51M.
  • Curtiss-Wright made up 0.21% of Congress Wealth Management's portfolio in Q2 2025, its #120 holding.
  • Congress Wealth Management first reported a position in Curtiss-Wright in Q1 2022 and has held it in 14 quarters since.
  • 741 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.