Larson Financial Group
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Larson Financial Group’s Curtiss-Wright CW Stock Holding History

Larson Financial Group’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 		$47.9K Sell
88
-131
-60% -$86.2K ﹤0.01% 1622
2026
Q2 		$166K Buy
219
+70
+47% +$51.3K ﹤0.01% 930
2026
Q1 		$101K Buy
149
+39
+35% +$25.9K ﹤0.01% 991
2025
Q4 		$60.6K Buy
110
+50
+83% +$27.9K ﹤0.01% 1143
2025
Q3 		$32.6K Buy
60
+21
+54% +$10.3K ﹤0.01% 1373
2025
Q2 		$19.1K Buy
39
+17
+77% +$6.71K ﹤0.01% 1511
2025
Q1 		$6.98K Buy
22
+19
+633% +$6.41K ﹤0.01% 1771
2024
Q4 		$1.06K Buy
+3
New +$1.08K ﹤0.01% 2034
2023
Q4 		– Sell
-4
Closed -$783 – 1819
2023
Q3 		$783 Buy
+4
New +$793 ﹤0.01% 1530

Other funds holding CW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Larson Financial Group's CW Position: Q3 2026 in Review

Larson Financial Group reduced its Curtiss-Wright (CW) stake by 60% in Q3 2026, selling an estimated $86.2K and leaving 88 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Larson Financial Group first reported a position in CW in Q3 2023 and has held it in 9 quarters since. The position peaked at $166K in Q2 2026. 500 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Larson Financial Group held 88 shares of Curtiss-Wright worth $47.9K as of Q3 2026.
  • Larson Financial Group sold 131 Curtiss-Wright shares in Q3 2026, an estimated $86.2K.
  • Curtiss-Wright made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1622 holding.
  • Larson Financial Group first reported a position in Curtiss-Wright in Q3 2023 and has held it in 9 quarters since.
  • Larson Financial Group's Curtiss-Wright position peaked at $166K in Q2 2026.
  • 500 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.