CWP
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Cyndeo Wealth Partners’s Curtiss-Wright CW Stock Holding History

Cyndeo Wealth Partners’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 		$251K Sell
331
-43
-11% -$31.5K 0.01% 460
2026
Q1 		$255K Hold
374
– – 0.01% 435
2025
Q4 		$206K Hold
374
– – 0.01% 464
2025
Q3 		$203K Buy
+374
New +$184K 0.01% 461

Other funds holding CW

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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Cyndeo Wealth Partners's CW Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Curtiss-Wright (CW) stake by 11% in Q2 2026, selling an estimated $31.5K and leaving 331 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #460.

Cyndeo Wealth Partners first reported a position in CW in Q3 2025 and has held it in 4 quarters since. The position peaked at $255K in Q1 2026. 453 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Cyndeo Wealth Partners held 331 shares of Curtiss-Wright worth $251K as of Q2 2026.
  • Cyndeo Wealth Partners sold 43 Curtiss-Wright shares in Q2 2026, an estimated $31.5K.
  • Curtiss-Wright made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #460 holding.
  • Cyndeo Wealth Partners first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • Cyndeo Wealth Partners's Curtiss-Wright position peaked at $255K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.