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 Q3	–	Sell	-398	Closed	-$302K	–	478
2026 Q2	$302K	Buy	+398	New	+$292K	0.03%	348

Other funds holding CW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

LVW Advisors's CW Position: Q3 2026 in Review

LVW Advisors sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 398 shares — an estimated $302K sold.

LVW Advisors first reported a position in CW in Q2 2026 and held it in 1 quarter. The position peaked at $302K in Q2 2026. 444 funds tracked by Wall St. Rank hold CW as of Q3 2026.

LVW Advisors reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
LVW Advisors sold 398 Curtiss-Wright shares in Q3 2026, an estimated $302K.
LVW Advisors first reported a position in Curtiss-Wright in Q2 2026 and held it in 1 quarter.
LVW Advisors's Curtiss-Wright position peaked at $302K in Q2 2026.
444 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.