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Falcon Wealth Planning’s Curtiss-Wright CW Stock Holding History

Falcon Wealth Planning’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 		$405K Sell
534
-7
-1% -$5.13K 0.03% 159
2026
Q1 		$368K Hold
541
– – 0.03% 156
2025
Q4 		$298K Buy
+541
New +$302K 0.03% 167

Other funds holding CW

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
AS
Aware Super Sydney, Australia $7.06B AUM

Falcon Wealth Planning's CW Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Curtiss-Wright (CW) stake by 1.3% in Q2 2026, selling an estimated $5.13K and leaving 534 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #159.

Falcon Wealth Planning first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Falcon Wealth Planning held 534 shares of Curtiss-Wright worth $405K as of Q2 2026.
  • Falcon Wealth Planning sold 7 Curtiss-Wright shares in Q2 2026, an estimated $5.13K.
  • Curtiss-Wright made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #159 holding.
  • Falcon Wealth Planning first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.