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Cornerstone Planning Group’s Curtiss-Wright CW Stock Holding History

Cornerstone Planning 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
Q2 		$59.4K Buy
81
+2
+3% +$1.47K 0.01% 363
2026
Q1 		$56.9K Sell
79
-5
-6% -$3.33K 0.01% 366
2025
Q4 		$55.8K Sell
84
-5
-6% -$2.79K 0.01% 321
2025
Q3 		$53.2K Buy
89
+88
+8,800% +$43.4K 0.01% 330
2025
Q2 		$512 Buy
+1
New +$395 ﹤0.01% 1292

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cornerstone Planning Group's CW Position: Q2 2026 in Review

Cornerstone Planning Group increased its Curtiss-Wright (CW) stake by 2.5% in Q2 2026, buying an estimated $1.47K and bringing the position to 81 shares worth $59.4K. The position accounts for 0.01% of the portfolio, ranked #363.

Cornerstone Planning Group first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 500 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Cornerstone Planning Group held 81 shares of Curtiss-Wright worth $59.4K as of Q2 2026.
  • Cornerstone Planning Group bought 2 Curtiss-Wright shares in Q2 2026, an estimated $1.47K.
  • Curtiss-Wright made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #363 holding.
  • Cornerstone Planning Group first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.