HWA
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Heartwood Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Heartwood Wealth Advisors’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 		$462K Hold
850
– – 0.04% 143
2026
Q2 		$644K Hold
850
– – 0.05% 127
2026
Q1 		$579K Sell
850
-150
-15% -$99.8K 0.05% 125
2025
Q4 		$551K Buy
1,000
+50
+5% +$27.9K 0.05% 114
2025
Q3 		$516K Hold
950
– – 0.05% 116
2025
Q2 		$464K Hold
950
– – 0.05% 113
2025
Q1 		$301K Sell
950
-50
-5% -$16.9K 0.03% 138
2024
Q4 		$355K Hold
1,000
– – 0.04% 117
2024
Q3 		$329K Hold
1,000
– – 0.04% 129
2024
Q2 		$271K Hold
1,000
– – 0.03% 141
2024
Q1 		$256K Hold
1,000
– – 0.03% 129
2023
Q4 		$223K Buy
+1,000
New +$209K 0.03% 131

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Heartwood Wealth Advisors's CW Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Curtiss-Wright (CW) position steady in Q3 2026 at 850 shares worth $462K. The position accounts for 0.04% of the portfolio, ranked #143.

Heartwood Wealth Advisors first reported a position in CW in Q4 2023 and has held it in 12 quarters since. The position peaked at $644K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Heartwood Wealth Advisors held 850 shares of Curtiss-Wright worth $462K as of Q3 2026.
  • Heartwood Wealth Advisors left its Curtiss-Wright share count unchanged in Q3 2026.
  • Curtiss-Wright made up 0.04% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #143 holding.
  • Heartwood Wealth Advisors first reported a position in Curtiss-Wright in Q4 2023 and has held it in 12 quarters since.
  • Heartwood Wealth Advisors's Curtiss-Wright position peaked at $644K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.