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Journey Retirement Planning & Investment Management’s Curtiss-Wright CW Stock Holding History

Journey Retirement Planning & Investment Management’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 		$294K Sell
388
-31
-7% -$22.7K 0.23% 113
2026
Q1 		$285K Sell
419
-877
-68% -$583K 0.25% 107
2025
Q4 		$715K Buy
+1,296
New +$723K 0.15% 126

Other funds holding CW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CW Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Curtiss-Wright (CW) stake by 7.4% in Q2 2026, selling an estimated $22.7K and leaving 388 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #113.

Journey Retirement Planning & Investment Management first reported a position in CW in Q4 2025 and has held it in 3 quarters since. The position peaked at $715K in Q4 2025. 374 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 388 shares of Curtiss-Wright worth $294K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 31 Curtiss-Wright shares in Q2 2026, an estimated $22.7K.
  • Curtiss-Wright made up 0.23% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #113 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Curtiss-Wright position peaked at $715K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.