CoreCap Advisors’s Curtiss-Wright CW Stock Holding History

CoreCap Advisors’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	$79.4K	Buy	146 +55	+60%	+$36.2K	﹤0.01%	1194
2026 Q2	$69K	Buy	91 +90	+9,000%	+$66K	﹤0.01%	1266
2026 Q1	$681	Sell	1 -4	-80%	-$2.66K	﹤0.01%	2599
2025 Q4	$2.76K	Buy	+5	New	+$2.79K	﹤0.01%	2389
2025 Q2	–	Sell	-17	Closed	-$5.39K	–	2879
2025 Q1	$5.39K	Sell	17 -570	-97%	-$192K	﹤0.01%	2076
2024 Q4	$208K	Sell	587 -30	-5%	-$10.8K	0.01%	696
2024 Q3	$203K	Buy	+617	New	+$183K	0.01%	686
2024 Q2	–	Sell	-200	Closed	-$51.2K	–	1826
2024 Q1	$51.2K	Buy	+200	New	+$46.5K	﹤0.01%	1091

Other funds holding CW

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

CoreCap Advisors's CW Position: Q3 2026 in Review

CoreCap Advisors increased its Curtiss-Wright (CW) stake by 60% in Q3 2026, buying an estimated $36.2K and bringing the position to 146 shares worth $79.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

CoreCap Advisors first reported a position in CW in Q1 2024 and has held it in 8 quarters since. The position peaked at $208K in Q4 2024. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

CoreCap Advisors held 146 shares of Curtiss-Wright worth $79.4K as of Q3 2026.
CoreCap Advisors bought 55 Curtiss-Wright shares in Q3 2026, an estimated $36.2K.
Curtiss-Wright made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1194 holding.
CoreCap Advisors first reported a position in Curtiss-Wright in Q1 2024 and has held it in 8 quarters since.
CoreCap Advisors's Curtiss-Wright position peaked at $208K in Q4 2024.
26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.