FFO
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Fortitude Family Office’s Curtiss-Wright CW Stock Holding History

Fortitude Family Office’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 		$62.5K Buy
115
+52
+83% +$34.2K 0.01% 373
2026
Q2 		$47.7K Buy
63
+7
+13% +$5.13K 0.01% 302
2026
Q1 		$38.1K Buy
56
+17
+44% +$11.3K 0.01% 280
2025
Q4 		$21.5K Buy
39
+23
+144% +$12.8K 0.01% 386
2025
Q3 		$8.69K Buy
16
+3
+23% +$1.48K ﹤0.01% 620
2025
Q2 		$6.35K Buy
+13
New +$5.13K ﹤0.01% 704

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

Fortitude Family Office's CW Position: Q3 2026 in Review

Fortitude Family Office increased its Curtiss-Wright (CW) stake by 83% in Q3 2026, buying an estimated $34.2K and bringing the position to 115 shares worth $62.5K. The position accounts for 0.01% of the portfolio, ranked #373.

Fortitude Family Office first reported a position in CW in Q2 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Fortitude Family Office held 115 shares of Curtiss-Wright worth $62.5K as of Q3 2026.
  • Fortitude Family Office bought 52 Curtiss-Wright shares in Q3 2026, an estimated $34.2K.
  • Curtiss-Wright made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #373 holding.
  • Fortitude Family Office first reported a position in Curtiss-Wright in Q2 2025 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.