Perigon Wealth Management
CW icon

Perigon Wealth Management’s Curtiss-Wright CW Stock Holding History

Perigon Wealth 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
Q3 		$355K Sell
652
-99
-13% -$65.2K 0.01% 1060
2026
Q2 		$569K Buy
751
+83
+12% +$60.8K 0.01% 823
2026
Q1 		$455K Sell
668
-8
-1% -$5.32K 0.01% 844
2025
Q4 		$373K Buy
676
+47
+7% +$26.2K 0.01% 932
2025
Q3 		$342K Buy
+629
New +$310K 0.01% 897

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Wedge Capital Management
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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
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 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

Perigon Wealth Management's CW Position: Q3 2026 in Review

Perigon Wealth Management reduced its Curtiss-Wright (CW) stake by 13% in Q3 2026, selling an estimated $65.2K and leaving 652 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #1060.

Perigon Wealth Management first reported a position in CW in Q3 2025 and has held it in 5 quarters since. The position peaked at $569K in Q2 2026. 178 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Perigon Wealth Management held 652 shares of Curtiss-Wright worth $355K as of Q3 2026.
  • Perigon Wealth Management sold 99 Curtiss-Wright shares in Q3 2026, an estimated $65.2K.
  • Curtiss-Wright made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1060 holding.
  • Perigon Wealth Management first reported a position in Curtiss-Wright in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's Curtiss-Wright position peaked at $569K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.