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Legacy Wealth Asset Management’s Curtiss-Wright CW Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.24M Sell
2,283
-1,017
-31% -$670K 0.27% 105
2026
Q2 		$2.5M Sell
3,300
-438
-12% -$321K 0.55% 37
2026
Q1 		$2.55M Buy
3,738
+19
+0.5% +$12.6K 0.62% 22
2025
Q4 		$2.05M Sell
3,719
-452
-11% -$252K 0.5% 39
2025
Q3 		$2.26M Sell
4,171
-294
-7% -$145K 0.55% 30
2025
Q2 		$2.18M Sell
4,465
-622
-12% -$246K 0.55% 39
2025
Q1 		$1.61M Sell
5,087
-423
-8% -$143K 0.45% 57
2024
Q4 		$1.96M Sell
5,510
-369
-6% -$133K 0.53% 40
2024
Q3 		$1.93M Buy
5,879
+1,013
+21% +$300K 0.52% 48
2024
Q2 		$1.32M Buy
4,866
+39
+0.8% +$10.4K 0.37% 72
2024
Q1 		$1.24M Buy
4,827
+282
+6% +$65.6K 0.34% 74
2023
Q4 		$1.01M Sell
4,545
-5
-0.1% -$1.05K 0.33% 87
2023
Q3 		$890K Buy
4,550
+527
+13% +$104K 0.33% 95
2023
Q2 		$739K Sell
4,023
-48
-1% -$8.18K 0.26% 110
2023
Q1 		$718K Sell
4,071
-118
-3% -$20K 0.26% 127
2022
Q4 		$700K Sell
4,189
-1,717
-29% -$286K 0.27% 134
2022
Q3 		$822K Buy
5,906
+325
+6% +$46.1K 0.36% 88
2022
Q2 		$737K Sell
5,581
-25
-0.4% -$3.55K 0.3% 132
2022
Q1 		$842K Buy
5,606
+822
+17% +$117K 0.3% 135
2021
Q4 		$663K Buy
4,784
+30
+0.6% +$3.96K 0.22% 163
2021
Q3 		$600K Buy
4,754
+5
+0.1% +$598 0.27% 144
2021
Q2 		$564K Sell
4,749
-82
-2% -$10.3K 0.25% 147
2021
Q1 		$573K Buy
4,831
+2,388
+98% +$276K 0.26% 151
2020
Q4 		$284K Buy
+2,443
New +$258K 0.14% 239

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BIA
Baer Investment Advisory Corte Madera, California $126M AUM 23.69% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

Legacy Wealth Asset Management's CW Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Curtiss-Wright (CW) stake by 31% in Q3 2026, selling an estimated $670K and leaving 2,283 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #105.

Legacy Wealth Asset Management first reported a position in CW in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.55M in Q1 2026. 42 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Legacy Wealth Asset Management held 2,283 shares of Curtiss-Wright worth $1.24M as of Q3 2026.
  • Legacy Wealth Asset Management sold 1,017 Curtiss-Wright shares in Q3 2026, an estimated $670K.
  • Curtiss-Wright made up 0.27% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #105 holding.
  • Legacy Wealth Asset Management first reported a position in Curtiss-Wright in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Curtiss-Wright position peaked at $2.55M in Q1 2026.
  • 42 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.