NWF Advisory Services
CW icon

NWF Advisory Services’s Curtiss-Wright CW Stock Holding History

NWF Advisory Services’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 		$859K Hold
1,580
– – 0.08% 159
2026
Q2 		$1.2M Hold
1,580
– – 0.11% 132
2026
Q1 		$1.08M Sell
1,580
-424
-21% -$282K 0.12% 128
2025
Q4 		$1.1M Hold
2,004
– – 0.12% 121
2025
Q3 		$1.09M Hold
2,004
– – 0.12% 124
2025
Q2 		$979K Sell
2,004
-150
-7% -$59.2K 0.12% 132
2025
Q1 		$683K Sell
2,154
-7
-0.3% -$2.36K 0.1% 141
2024
Q4 		$767K Buy
2,161
+7
+0.3% +$2.52K 0.11% 102
2024
Q3 		$708K Hold
2,154
– – 0.1% 130
2024
Q2 		$584K Hold
2,154
– – 0.09% 140
2024
Q1 		$551K Hold
2,154
– – 0.09% 152
2023
Q4 		$480K Hold
2,154
– – 0.1% 149
2023
Q3 		$421K Hold
2,154
– – 0.1% 150
2023
Q2 		$396K Hold
2,154
– – 0.09% 160
2023
Q1 		$396K Buy
+2,154
New +$365K 0.09% 159

Other funds holding CW

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

NWF Advisory Services's CW Position: Q3 2026 in Review

NWF Advisory Services held its Curtiss-Wright (CW) position steady in Q3 2026 at 1,580 shares worth $859K. The position accounts for 0.08% of the portfolio, ranked #159.

NWF Advisory Services first reported a position in CW in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.2M in Q2 2026. 150 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • NWF Advisory Services held 1,580 shares of Curtiss-Wright worth $859K as of Q3 2026.
  • NWF Advisory Services left its Curtiss-Wright share count unchanged in Q3 2026.
  • Curtiss-Wright made up 0.08% of NWF Advisory Services's portfolio in Q3 2026, its #159 holding.
  • NWF Advisory Services first reported a position in Curtiss-Wright in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's Curtiss-Wright position peaked at $1.2M in Q2 2026.
  • 150 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.