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LRI Investments’s Curtiss-Wright CW Stock Holding History

LRI Investments’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
Q2 		$11.4K Buy
15
+3
+25% +$2.2K ﹤0.01% 922
2026
Q1 		$8.17K Buy
+12
New +$7.98K ﹤0.01% 938

Other funds holding CW

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

LRI Investments's CW Position: Q2 2026 in Review

LRI Investments increased its Curtiss-Wright (CW) stake by 25% in Q2 2026, buying an estimated $2.2K and bringing the position to 15 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

LRI Investments first reported a position in CW in Q1 2026 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • LRI Investments held 15 shares of Curtiss-Wright worth $11.4K as of Q2 2026.
  • LRI Investments bought 3 Curtiss-Wright shares in Q2 2026, an estimated $2.2K.
  • Curtiss-Wright made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #922 holding.
  • LRI Investments first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.