Lido Advisors
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Lido Advisors’s Curtiss-Wright CW Stock Holding History

Lido Advisors’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 		$257K Sell
471
-1,562
-77% -$1.03M ﹤0.01% 1801
2026
Q2 		$1.54M Buy
2,033
+361
+22% +$265K ﹤0.01% 894
2026
Q1 		$1.14M Buy
1,672
+13
+0.8% +$8.65K ﹤0.01% 916
2025
Q4 		$903K Buy
1,659
+196
+13% +$109K ﹤0.01% 1051
2025
Q3 		$795K Buy
1,463
+113
+8% +$55.7K ﹤0.01% 1049
2025
Q2 		$660K Buy
1,350
+142
+12% +$56.1K ﹤0.01% 1004
2025
Q1 		$384K Sell
1,208
-65
-5% -$21.9K ﹤0.01% 1109
2024
Q4 		$452K Buy
1,273
+18
+1% +$6.48K ﹤0.01% 1040
2024
Q3 		$413K Buy
1,255
+73
+6% +$21.6K ﹤0.01% 1022
2024
Q2 		$321K Sell
1,182
-13
-1% -$3.48K ﹤0.01% 1089
2024
Q1 		$306K Sell
1,195
-84
-7% -$19.5K ﹤0.01% 1093
2023
Q4 		$285K Hold
1,279
– – ﹤0.01% 1055
2023
Q3 		$250K Sell
1,279
-144
-10% -$28.5K ﹤0.01% 996
2023
Q2 		$261K Sell
1,423
-28
-2% -$4.77K ﹤0.01% 1001
2023
Q1 		$256K Buy
+1,451
New +$246K ﹤0.01% 921

Other funds holding CW

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Lido Advisors's CW Position: Q3 2026 in Review

Lido Advisors reduced its Curtiss-Wright (CW) stake by 77% in Q3 2026, selling an estimated $1.03M and leaving 471 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1801.

Lido Advisors first reported a position in CW in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.54M in Q2 2026. 395 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Lido Advisors held 471 shares of Curtiss-Wright worth $257K as of Q3 2026.
  • Lido Advisors sold 1,562 Curtiss-Wright shares in Q3 2026, an estimated $1.03M.
  • Curtiss-Wright made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1801 holding.
  • Lido Advisors first reported a position in Curtiss-Wright in Q1 2023 and has held it in 15 quarters since.
  • Lido Advisors's Curtiss-Wright position peaked at $1.54M in Q2 2026.
  • 395 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.