HH
CW icon

HWG Holdings’s Curtiss-Wright CW Stock Holding History

HWG Holdings’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 		– Sell
-43,104
Closed -$32.7M – 49
2026
Q2 		$32.7M Sell
43,104
-523
-1% -$383K 7.39% 4
2026
Q1 		$29.7M Buy
43,627
+11,192
+35% +$7.44M 7.73% 2
2025
Q4 		$17.9M Buy
32,435
+1,238
+4% +$691K 4.33% 6
2025
Q3 		$16.9M Sell
31,197
-9,789
-24% -$4.82M 4.29% 7
2025
Q2 		$20M Buy
40,986
+5,517
+16% +$2.18M 5.86% 5
2025
Q1 		$11.3M Sell
35,469
-262
-0.7% -$88.4K 5.02% 7
2024
Q4 		$12.7M Sell
35,731
-7,472
-17% -$2.69M 4.15% 6
2024
Q3 		$14.2M Buy
43,203
+22,056
+104% +$6.53M 4.89% 5
2024
Q2 		$5.73M Buy
+21,147
New +$5.65M 2.1% 13
2023
Q4 		$4.48M Buy
20,110
+11,841
+143% +$2.48M 2.01% 10
2023
Q3 		$1.62M Buy
8,269
+3,321
+67% +$658K 0.88% 24
2023
Q2 		$909K Sell
4,948
-676
-12% -$115K 0.42% 39
2023
Q1 		$991K Sell
5,624
-289
-5% -$48.9K 0.57% 25
2022
Q4 		$987K Buy
5,913
+543
+10% +$90.4K 0.64% 23
2022
Q3 		$747K Buy
+5,370
New +$762K 0.53% 23
2022
Q1 		$843K Buy
+5,615
New +$799K 0.42% 39

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

HWG Holdings's CW Position: Q3 2026 in Review

HWG Holdings sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 43,104 shares — an estimated $32.7M sold.

HWG Holdings first reported a position in CW in Q1 2022 and held it in 16 quarters. The position peaked at $32.7M in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • HWG Holdings reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
  • HWG Holdings sold 43,104 Curtiss-Wright shares in Q3 2026, an estimated $32.7M.
  • HWG Holdings first reported a position in Curtiss-Wright in Q1 2022 and held it in 16 quarters.
  • HWG Holdings's Curtiss-Wright position peaked at $32.7M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on HWG Holdings's 13F filing for Q3 2026, filed 8 Oct 2026.