EWP
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Elevation Wealth Partners’s Curtiss-Wright CW Stock Holding History

Elevation 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
Q3 		$23.9K Sell
44
-10
-19% -$6.58K 0.01% 617
2026
Q2 		$40.9K Buy
54
+38
+238% +$27.9K 0.01% 357
2026
Q1 		$10.9K Sell
16
-1
-6% -$665 ﹤0.01% 497
2025
Q4 		$9.37K Buy
17
+3
+21% +$1.67K ﹤0.01% 493
2025
Q3 		$7.6K Buy
+14
New +$6.9K ﹤0.01% 418

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Elevation Wealth Partners's CW Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Curtiss-Wright (CW) stake by 19% in Q3 2026, selling an estimated $6.58K and leaving 44 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #617.

Elevation Wealth Partners first reported a position in CW in Q3 2025 and has held it in 5 quarters since. The position peaked at $40.9K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Elevation Wealth Partners held 44 shares of Curtiss-Wright worth $23.9K as of Q3 2026.
  • Elevation Wealth Partners sold 10 Curtiss-Wright shares in Q3 2026, an estimated $6.58K.
  • Curtiss-Wright made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #617 holding.
  • Elevation Wealth Partners first reported a position in Curtiss-Wright in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Curtiss-Wright position peaked at $40.9K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.