EFS
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Essex Financial Services’s Curtiss-Wright CW Stock Holding History

Essex Financial Services’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 		$332K Buy
438
+17
+4% +$12.5K 0.02% 619
2026
Q1 		$287K Buy
421
+50
+13% +$33.3K 0.02% 631
2025
Q4 		$205K Buy
+371
New +$207K 0.01% 752

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Essex Financial Services's CW Position: Q2 2026 in Review

Essex Financial Services increased its Curtiss-Wright (CW) stake by 4% in Q2 2026, buying an estimated $12.5K and bringing the position to 438 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #619.

Essex Financial Services first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 660 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Essex Financial Services held 438 shares of Curtiss-Wright worth $332K as of Q2 2026.
  • Essex Financial Services bought 17 Curtiss-Wright shares in Q2 2026, an estimated $12.5K.
  • Curtiss-Wright made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #619 holding.
  • Essex Financial Services first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 660 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.