MQWP
CW icon

Morey & Quinn Wealth Partners’s Curtiss-Wright CW Stock Holding History

Morey & Quinn Wealth Partners’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 		$630K Sell
831
-40
-5% -$29.3K 0.41% 61
2026
Q1 		$593K Hold
871
– – 0.42% 57
2025
Q4 		$480K Hold
871
– – 0.34% 71
2025
Q3 		$473K Hold
871
– – 0.35% 71
2025
Q2 		$426K Hold
871
– – 0.34% 77
2025
Q1 		$276K Hold
871
– – 0.23% 101
2024
Q4 		$309K Buy
+871
New +$314K 0.26% 91

Other funds holding CW

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
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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Morey & Quinn Wealth Partners's CW Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Curtiss-Wright (CW) stake by 4.6% in Q2 2026, selling an estimated $29.3K and leaving 831 shares worth $630K. The position accounts for 0.41% of the portfolio, ranked #61.

Morey & Quinn Wealth Partners first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Morey & Quinn Wealth Partners held 831 shares of Curtiss-Wright worth $630K as of Q2 2026.
  • Morey & Quinn Wealth Partners sold 40 Curtiss-Wright shares in Q2 2026, an estimated $29.3K.
  • Curtiss-Wright made up 0.41% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • Morey & Quinn Wealth Partners first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.