MOTCO’s Curtiss-Wright CW Stock Holding History

MOTCO’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	-1	Closed	-$758	–	898
2026 Q2	$758	Buy	+1	New	+$733	﹤0.01%	617
2022 Q1	–	Sell	-20	Closed	-$3K	–	602
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	539
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	565
2021 Q2	$2K	Buy	+20	New	+$2.5K	﹤0.01%	600

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

MOTCO's CW Position: Q3 2026 in Review

MOTCO sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 1 share — an estimated $758 sold.

MOTCO first reported a position in CW in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 444 funds tracked by Wall St. Rank hold CW as of Q3 2026.

MOTCO reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
MOTCO sold 1 Curtiss-Wright share in Q3 2026, an estimated $758.
MOTCO first reported a position in Curtiss-Wright in Q2 2021 and held it in 4 quarters.
MOTCO's Curtiss-Wright position peaked at $3K in Q4 2021.
444 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.