Level Four Advisory Services’s Curtiss-Wright CW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.98M Sell
3,933
-524
-12% -$384K 0.08% 255
2026
Q1
$3.04M Sell
4,457
-58
-1% -$38.6K 0.1% 236
2025
Q4
$2.49M Buy
4,515
+48
+1% +$26.8K 0.08% 259
2025
Q3
$2.43M Buy
4,467
+130
+3% +$64K 0.08% 251
2025
Q2
$2.12M Sell
4,337
-1,740
-29% -$687K 0.08% 253
2025
Q1
$1.93M Sell
6,077
-53
-0.9% -$17.9K 0.08% 248
2024
Q4
$2.18M Buy
6,130
+955
+18% +$344K 0.09% 237
2024
Q3
$1.79M Buy
5,175
+520
+11% +$154K 0.08% 251
2024
Q2
$1.26M Buy
4,655
+1,940
+71% +$519K 0.06% 289
2024
Q1
$605K Buy
2,715
+68
+3% +$15.8K 0.03% 419
2023
Q4
$590K Sell
2,647
-1,921
-42% -$402K 0.03% 420
2023
Q3
$894K Buy
4,568
+656
+17% +$130K 0.06% 302
2023
Q2
$719K Buy
3,912
+1,748
+81% +$298K 0.04% 370
2023
Q1
$381K Sell
2,164
-2,144
-50% -$363K 0.03% 525
2022
Q4
$719K Buy
+4,308
New +$718K 0.05% 317

Other funds holding CW

Level Four Advisory Services's CW Position: Q2 2026 in Review

Level Four Advisory Services reduced its Curtiss-Wright (CW) stake by 12% in Q2 2026, selling an estimated $384K and leaving 3,933 shares worth $2.98M. The position accounts for 0.08% of the portfolio, ranked #255.

Level Four Advisory Services first reported a position in CW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.04M in Q1 2026. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Level Four Advisory Services held 3,933 shares of Curtiss-Wright worth $2.98M as of Q2 2026.
  • Level Four Advisory Services sold 524 Curtiss-Wright shares in Q2 2026, an estimated $384K.
  • Curtiss-Wright made up 0.08% of Level Four Advisory Services's portfolio in Q2 2026, its #255 holding.
  • Level Four Advisory Services first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • Level Four Advisory Services's Curtiss-Wright position peaked at $3.04M in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.