HHM Wealth Advisors’s Curtiss-Wright CW Stock Holding History

HHM 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 Q2	$311K	Hold	410	–	–	0.03%	169
2026 Q1	$279K	Hold	410	–	–	0.03%	163
2025 Q4	$226K	Buy	410 +10	+3%	+$5.58K	0.03%	180
2025 Q3	$217K	Hold	400	–	–	0.03%	195
2025 Q2	$195K	Hold	400	–	–	0.02%	203
2025 Q1	$127K	Hold	400	–	–	0.02%	239
2024 Q4	$142K	Hold	400	–	–	0.02%	223
2024 Q3	$131K	Hold	400	–	–	0.02%	223
2024 Q2	$108K	Buy	+400	New	+$107K	0.02%	236

Other funds holding CW

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

HHM Wealth Advisors's CW Position: Q2 2026 in Review

HHM Wealth Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 410 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #169.

HHM Wealth Advisors first reported a position in CW in Q2 2024 and has held it in 9 quarters since. 229 funds tracked by Wall St. Rank hold CW as of Q2 2026.

HHM Wealth Advisors held 410 shares of Curtiss-Wright worth $311K as of Q2 2026.
HHM Wealth Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
Curtiss-Wright made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #169 holding.
HHM Wealth Advisors first reported a position in Curtiss-Wright in Q2 2024 and has held it in 9 quarters since.
229 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.