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Morningstar Investment Management’s Curtiss-Wright CW Stock Holding History

Morningstar Investment 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
Q2 		$823K Hold
1,208
– – 0.05% 221
2026
Q1 		$823K Buy
1,208
+251
+26% +$167K 0.05% 219
2025
Q4 		$528K Sell
957
-2
-0.2% -$1.12K 0.03% 270
2025
Q3 		$521K Buy
+959
New +$472K 0.02% 421

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
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
AS
Aware Super Sydney, Australia $7.06B AUM

Morningstar Investment Management's CW Position: Q2 2026 in Review

Morningstar Investment Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 1,208 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #221.

Morningstar Investment Management first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 311 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Morningstar Investment Management held 1,208 shares of Curtiss-Wright worth $823K as of Q2 2026.
  • Morningstar Investment Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.05% of Morningstar Investment Management's portfolio in Q2 2026, its #221 holding.
  • Morningstar Investment Management first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 311 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.