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Greenleaf Trust’s Curtiss-Wright CW Stock Holding History

Greenleaf Trust’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 		$551K Buy
727
+75
+12% +$55K 0.01% 492
2026
Q1 		$444K Buy
652
+20
+3% +$13.3K ﹤0.01% 519
2025
Q4 		$348K Sell
632
-2
-0.3% -$1.12K ﹤0.01% 595
2025
Q3 		$344K Buy
634
+15
+2% +$7.39K ﹤0.01% 597
2025
Q2 		$302K Sell
619
-117
-16% -$46.2K ﹤0.01% 628
2025
Q1 		$234K Buy
736
+47
+7% +$15.9K ﹤0.01% 728
2024
Q4 		$245K Buy
689
+16
+2% +$5.76K ﹤0.01% 721
2024
Q3 		$221K Buy
+673
New +$199K ﹤0.01% 769

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Greenleaf Trust's CW Position: Q2 2026 in Review

Greenleaf Trust increased its Curtiss-Wright (CW) stake by 12% in Q2 2026, buying an estimated $55K and bringing the position to 727 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #492.

Greenleaf Trust first reported a position in CW in Q3 2024 and has held it in 8 quarters since. 166 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Greenleaf Trust held 727 shares of Curtiss-Wright worth $551K as of Q2 2026.
  • Greenleaf Trust bought 75 Curtiss-Wright shares in Q2 2026, an estimated $55K.
  • Curtiss-Wright made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #492 holding.
  • Greenleaf Trust first reported a position in Curtiss-Wright in Q3 2024 and has held it in 8 quarters since.
  • 166 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.