Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Curtiss-Wright CW Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-1,139
Closed -$619K – 633
2025
Q3 		$619K Buy
1,139
+727
+176% +$358K ﹤0.01% 964
2025
Q2 		$201K Buy
+412
New +$163K ﹤0.01% 1283

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Kovitz Investment Group Partners's CW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 1,139 shares — an estimated $619K sold.

Kovitz Investment Group Partners first reported a position in CW in Q2 2025 and held it in 2 quarters. The position peaked at $619K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,139 Curtiss-Wright shares in Q4 2025, an estimated $619K.
  • Kovitz Investment Group Partners first reported a position in Curtiss-Wright in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Curtiss-Wright position peaked at $619K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.