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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 22.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

DDFG Inc's CW Position: Q2 2026 in Review

DDFG Inc held its Curtiss-Wright (CW) position steady in Q2 2026 at 2,860 shares worth $2.17M. The position accounts for 0.43% of the portfolio, ranked #34.

DDFG Inc first reported a position in CW in Q4 2022 and has held it in 15 quarters since. 374 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • DDFG Inc held 2,860 shares of Curtiss-Wright worth $2.17M as of Q2 2026.
  • DDFG Inc left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.43% of DDFG Inc's portfolio in Q2 2026, its #34 holding.
  • DDFG Inc first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • 374 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.