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LVW Advisors’s Curtiss-Wright CW Stock Holding History

LVW 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
Q2 		$302K Buy
+398
New +$292K 0.03% 348

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

LVW Advisors's CW Position: Q2 2026 in Review

LVW Advisors opened a new position in Curtiss-Wright (CW) in Q2 2026: 398 shares worth $302K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings.

341 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • LVW Advisors held 398 shares of Curtiss-Wright worth $302K as of Q2 2026.
  • Curtiss-Wright was a new LVW Advisors position in Q2 2026.
  • Curtiss-Wright made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #348 holding.
  • 341 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.