DDFG Inc’s Curtiss-Wright CW Stock Holding History

DDFG Inc’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	–	Sell	-2,860	Closed	-$2.17M	–	91
2026 Q2	$2.17M	Hold	2,860	–	–	0.43%	34
2026 Q1	$1.95M	Hold	2,860	–	–	0.42%	32
2025 Q4	$1.58M	Hold	2,860	–	–	0.35%	32
2025 Q3	$1.55M	Hold	2,860	–	–	0.36%	31
2025 Q2	$1.4M	Hold	2,860	–	–	0.35%	31
2025 Q1	$907K	Hold	2,860	–	–	0.25%	37
2024 Q4	$1.01M	Hold	2,860	–	–	0.29%	32
2024 Q3	$940K	Hold	2,860	–	–	0.27%	36
2024 Q2	$775K	Hold	2,860	–	–	0.24%	37
2024 Q1	$732K	Hold	2,860	–	–	0.23%	37
2023 Q4	$637K	Hold	2,860	–	–	0.22%	38
2023 Q3	$559K	Hold	2,860	–	–	0.21%	39
2023 Q2	$525K	Hold	2,860	–	–	0.19%	40
2023 Q1	$504K	Hold	2,860	–	–	0.2%	39
2022 Q4	$478K	Buy	+2,860	New	+$476K	0.2%	43

Other funds holding CW

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Aware Super Sydney, Australia $7.51B AUM

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DDFG Inc's CW Position: Q3 2026 in Review

DDFG Inc sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 2,860 shares — an estimated $2.17M sold.

DDFG Inc first reported a position in CW in Q4 2022 and held it in 15 quarters. The position peaked at $2.17M in Q2 2026. 289 funds tracked by Wall St. Rank hold CW as of Q3 2026.

DDFG Inc reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
DDFG Inc sold 2,860 Curtiss-Wright shares in Q3 2026, an estimated $2.17M.
DDFG Inc first reported a position in Curtiss-Wright in Q4 2022 and held it in 15 quarters.
DDFG Inc's Curtiss-Wright position peaked at $2.17M in Q2 2026.
289 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.