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GAMMA Investing’s Curtiss-Wright CW Stock Holding History

GAMMA Investing’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 		$753K Sell
1,384
-6
-0.4% -$3.95K 0.03% 520
2026
Q2 		$1.05M Buy
1,390
+116
+9% +$85K 0.04% 380
2026
Q1 		$868K Buy
1,274
+63
+5% +$41.9K 0.04% 384
2025
Q4 		$668K Buy
1,211
+59
+5% +$32.9K 0.03% 428
2025
Q3 		$625K Buy
1,152
+101
+10% +$49.8K 0.03% 433
2025
Q2 		$513K Buy
1,051
+233
+28% +$92K 0.03% 471
2025
Q1 		$260K Buy
818
+241
+42% +$81.3K 0.02% 649
2024
Q4 		$205K Buy
577
+68
+13% +$24.5K 0.02% 677
2024
Q3 		$167K Buy
509
+239
+89% +$70.7K 0.02% 705
2024
Q2 		$73.2K Buy
270
+13
+5% +$3.48K 0.01% 949
2024
Q1 		$65.8K Buy
257
+1
+0.4% +$232 0.01% 862
2023
Q4 		$57K Buy
+256
New +$53.6K 0.02% 818

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing's CW Position: Q3 2026 in Review

GAMMA Investing reduced its Curtiss-Wright (CW) stake by 0.43% in Q3 2026, selling an estimated $3.95K and leaving 1,384 shares worth $753K. The position accounts for 0.03% of the portfolio, ranked #520.

GAMMA Investing first reported a position in CW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • GAMMA Investing held 1,384 shares of Curtiss-Wright worth $753K as of Q3 2026.
  • GAMMA Investing sold 6 Curtiss-Wright shares in Q3 2026, an estimated $3.95K.
  • Curtiss-Wright made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #520 holding.
  • GAMMA Investing first reported a position in Curtiss-Wright in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Curtiss-Wright position peaked at $1.05M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.