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Diversified Trust’s Curtiss-Wright CW Stock Holding History

Diversified Trust’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 		$1.13M Sell
1,491
-822
-36% -$602K 0.02% 462
2026
Q1 		$1.58M Buy
2,313
+3
+0.1% +$2K 0.03% 324
2025
Q4 		$1.27M Hold
2,310
– – 0.02% 366
2025
Q3 		$1.25M Buy
2,310
+662
+40% +$326K 0.03% 358
2025
Q2 		$805K Sell
1,648
-8
-0.5% -$3.16K 0.02% 440
2025
Q1 		$525K Buy
+1,656
New +$559K 0.01% 563

Other funds holding CW

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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Diversified Trust's CW Position: Q2 2026 in Review

Diversified Trust reduced its Curtiss-Wright (CW) stake by 36% in Q2 2026, selling an estimated $602K and leaving 1,491 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #462.

Diversified Trust first reported a position in CW in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.58M in Q1 2026. 206 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Diversified Trust held 1,491 shares of Curtiss-Wright worth $1.13M as of Q2 2026.
  • Diversified Trust sold 822 Curtiss-Wright shares in Q2 2026, an estimated $602K.
  • Curtiss-Wright made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #462 holding.
  • Diversified Trust first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • Diversified Trust's Curtiss-Wright position peaked at $1.58M in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.