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Dogwood Wealth Management’s Curtiss-Wright CW Stock Holding History

Dogwood Wealth Management’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 		$42.4K Buy
56
+8
+17% +$5.86K 0.02% 174
2026
Q1 		$32.7K Buy
48
+19
+66% +$12.6K 0.01% 180
2025
Q4 		$16K Buy
29
+1
+4% +$558 0.01% 230
2025
Q3 		$15.2K Buy
28
+11
+65% +$5.42K 0.01% 221
2025
Q2 		$8.18K Buy
+17
New +$6.71K ﹤0.01% 319

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dogwood Wealth Management's CW Position: Q2 2026 in Review

Dogwood Wealth Management increased its Curtiss-Wright (CW) stake by 17% in Q2 2026, buying an estimated $5.86K and bringing the position to 56 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #174.

Dogwood Wealth Management first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Dogwood Wealth Management held 56 shares of Curtiss-Wright worth $42.4K as of Q2 2026.
  • Dogwood Wealth Management bought 8 Curtiss-Wright shares in Q2 2026, an estimated $5.86K.
  • Curtiss-Wright made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Dogwood Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.