Falcon Wealth Planning
CW icon

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
Q3 		$283K Sell
520
-14
-3% -$9.22K 0.02% 203
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Falcon Wealth Planning's CW Position: Q3 2026 in Review

Falcon Wealth Planning reduced its Curtiss-Wright (CW) stake by 2.6% in Q3 2026, selling an estimated $9.22K and leaving 520 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #203.

Falcon Wealth Planning first reported a position in CW in Q4 2025 and has held it in 4 quarters since. The position peaked at $405K in Q2 2026. 413 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Falcon Wealth Planning held 520 shares of Curtiss-Wright worth $283K as of Q3 2026.
  • Falcon Wealth Planning sold 14 Curtiss-Wright shares in Q3 2026, an estimated $9.22K.
  • Curtiss-Wright made up 0.02% of Falcon Wealth Planning's portfolio in Q3 2026, its #203 holding.
  • Falcon Wealth Planning first reported a position in Curtiss-Wright in Q4 2025 and has held it in 4 quarters since.
  • Falcon Wealth Planning's Curtiss-Wright position peaked at $405K in Q2 2026.
  • 413 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Falcon Wealth Planning's 13F filing for Q3 2026, filed 6 Nov 2026.