Cooper Financial Group
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Cooper Financial Group’s Curtiss-Wright CW Stock Holding History

Cooper Financial 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 		$204K Buy
376
+32
+9% +$21.1K 0.02% 438
2026
Q2 		$261K Sell
344
-13
-4% -$9.5K 0.02% 376
2026
Q1 		$243K Sell
357
-64
-15% -$42.6K 0.02% 368
2025
Q4 		$232K Buy
421
+8
+2% +$4.46K 0.02% 342
2025
Q3 		$224K Buy
413
+1
+0.2% +$493 0.02% 357
2025
Q2 		$201K Buy
+412
New +$163K 0.02% 363

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooper Financial Group's CW Position: Q3 2026 in Review

Cooper Financial Group increased its Curtiss-Wright (CW) stake by 9.3% in Q3 2026, buying an estimated $21.1K and bringing the position to 376 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #438.

Cooper Financial Group first reported a position in CW in Q2 2025 and has held it in 6 quarters since. The position peaked at $261K in Q2 2026. 257 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Cooper Financial Group held 376 shares of Curtiss-Wright worth $204K as of Q3 2026.
  • Cooper Financial Group bought 32 Curtiss-Wright shares in Q3 2026, an estimated $21.1K.
  • Curtiss-Wright made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #438 holding.
  • Cooper Financial Group first reported a position in Curtiss-Wright in Q2 2025 and has held it in 6 quarters since.
  • Cooper Financial Group's Curtiss-Wright position peaked at $261K in Q2 2026.
  • 257 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.