MAM
CW icon

Marotta Asset Management’s Curtiss-Wright CW Stock Holding History

Marotta Asset Management’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
-350
Closed -$265K – 102
2026
Q2 		$265K Hold
350
– – 0.04% 91
2026
Q1 		$244K Buy
+350
New +$233K 0.04% 95

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Marotta Asset Management's CW Position: Q3 2026 in Review

Marotta Asset Management sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 350 shares — an estimated $265K sold.

Marotta Asset Management first reported a position in CW in Q1 2026 and held it in 2 quarters. The position peaked at $265K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Marotta Asset Management reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
  • Marotta Asset Management sold 350 Curtiss-Wright shares in Q3 2026, an estimated $265K.
  • Marotta Asset Management first reported a position in Curtiss-Wright in Q1 2026 and held it in 2 quarters.
  • Marotta Asset Management's Curtiss-Wright position peaked at $265K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.