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
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

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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Elevation Wealth Partners's CW Position: Q2 2026 in Review

Elevation Wealth Partners increased its Curtiss-Wright (CW) stake by 238% in Q2 2026, buying an estimated $27.9K and bringing the position to 54 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #357.

Elevation Wealth Partners first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 331 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Elevation Wealth Partners held 54 shares of Curtiss-Wright worth $40.9K as of Q2 2026.
  • Elevation Wealth Partners bought 38 Curtiss-Wright shares in Q2 2026, an estimated $27.9K.
  • Curtiss-Wright made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #357 holding.
  • Elevation Wealth Partners first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 331 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.