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Essential Partners’s Curtiss-Wright CW Stock Holding History

Essential 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 		$269K Sell
494
-58
-11% -$38.2K 0.12% 182
2026
Q2 		$418K Sell
552
-497
-47% -$364K 0.19% 102
2026
Q1 		$714K Hold
1,049
– – 0.24% 107
2025
Q4 		$578K Buy
1,049
+150
+17% +$83.7K 0.18% 160
2025
Q3 		$488K Buy
899
+116
+15% +$57.1K 0.16% 175
2025
Q2 		$383K Buy
+783
New +$309K 0.15% 194

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $271M AUM 26.2% 1-Year Est. Return
BIA
Baer Investment Advisory Corte Madera, California $126M AUM 23.69% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Essential Partners's CW Position: Q3 2026 in Review

Essential Partners reduced its Curtiss-Wright (CW) stake by 11% in Q3 2026, selling an estimated $38.2K and leaving 494 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #182.

Essential Partners first reported a position in CW in Q2 2025 and has held it in 6 quarters since. The position peaked at $714K in Q1 2026. 55 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Essential Partners held 494 shares of Curtiss-Wright worth $269K as of Q3 2026.
  • Essential Partners sold 58 Curtiss-Wright shares in Q3 2026, an estimated $38.2K.
  • Curtiss-Wright made up 0.12% of Essential Partners's portfolio in Q3 2026, its #182 holding.
  • Essential Partners first reported a position in Curtiss-Wright in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Curtiss-Wright position peaked at $714K in Q1 2026.
  • 55 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.