EI
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Ethic Inc’s Curtiss-Wright CW Stock Holding History

Ethic Inc’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 		$6.09M Buy
8,035
+1,117
+16% +$819K 0.08% 257
2026
Q1 		$4.71M Buy
6,918
+25
+0.4% +$16.6K 0.07% 271
2025
Q4 		$3.8M Sell
6,893
-454
-6% -$253K 0.06% 319
2025
Q3 		$3.99M Sell
7,347
-177
-2% -$87.2K 0.07% 295
2025
Q2 		$3.67M Sell
7,524
-626
-8% -$247K 0.07% 301
2025
Q1 		$2.63M Buy
8,150
+159
+2% +$53.7K 0.05% 348
2024
Q4 		$2.84M Sell
7,991
-617
-7% -$222K 0.06% 335
2024
Q3 		$2.2M Sell
8,608
-256
-3% -$75.8K 0.06% 363
2024
Q2 		$2.4M Buy
8,864
+256
+3% +$68.4K 0.06% 347
2024
Q1 		$2.2M Buy
8,608
+611
+8% +$142K 0.06% 363
2023
Q4 		$1.78M Buy
7,997
+445
+6% +$93.1K 0.05% 381
2023
Q3 		$1.48M Buy
7,552
+668
+10% +$132K 0.05% 372
2023
Q2 		$1.26M Sell
6,884
-206
-3% -$35.1K 0.05% 395
2023
Q1 		$1.25M Buy
7,090
+2,936
+71% +$497K 0.05% 384
2022
Q4 		$694K Buy
4,154
+1,683
+68% +$280K 0.04% 470
2022
Q3 		$344K Buy
2,471
+761
+45% +$108K 0.02% 599
2022
Q2 		$226K Buy
1,710
+318
+23% +$45.2K 0.02% 688
2022
Q1 		$209K Sell
1,392
-258
-16% -$36.7K 0.01% 694
2021
Q4 		$229K Buy
+1,650
New +$218K 0.02% 582

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

Ethic Inc's CW Position: Q2 2026 in Review

Ethic Inc increased its Curtiss-Wright (CW) stake by 16% in Q2 2026, buying an estimated $819K and bringing the position to 8,035 shares worth $6.09M. The position accounts for 0.08% of the portfolio, ranked #257.

Ethic Inc first reported a position in CW in Q4 2021 and has held it in 19 quarters since. 314 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Ethic Inc held 8,035 shares of Curtiss-Wright worth $6.09M as of Q2 2026.
  • Ethic Inc bought 1,117 Curtiss-Wright shares in Q2 2026, an estimated $819K.
  • Curtiss-Wright made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #257 holding.
  • Ethic Inc first reported a position in Curtiss-Wright in Q4 2021 and has held it in 19 quarters since.
  • 314 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.