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Peak Financial Advisors’s Curtiss-Wright CW Stock Holding History

Peak Financial Advisors’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 		$3.41M Buy
4,503
+499
+12% +$366K 1.41% 20
2026
Q1 		$2.73M Sell
4,004
-7
-0.2% -$4.66K 1.21% 26
2025
Q4 		$2.21M Buy
4,011
+2,576
+180% +$1.44M 0.99% 31
2025
Q3 		$779K Buy
1,435
+396
+38% +$195K 0.37% 46
2025
Q2 		$508K Buy
+1,039
New +$410K 0.26% 54

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
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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Peak Financial Advisors's CW Position: Q2 2026 in Review

Peak Financial Advisors increased its Curtiss-Wright (CW) stake by 12% in Q2 2026, buying an estimated $366K and bringing the position to 4,503 shares worth $3.41M. The position accounts for 1.41% of the portfolio, ranked #20.

Peak Financial Advisors first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Peak Financial Advisors held 4,503 shares of Curtiss-Wright worth $3.41M as of Q2 2026.
  • Peak Financial Advisors bought 499 Curtiss-Wright shares in Q2 2026, an estimated $366K.
  • Curtiss-Wright made up 1.41% of Peak Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Peak Financial Advisors first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.