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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
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

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Perigon Wealth Management's CW Position: Q1 2026 in Review

Perigon Wealth Management reduced its Curtiss-Wright (CW) stake by 1.2% in Q1 2026, selling an estimated $5.32K and leaving 668 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #844.

Perigon Wealth Management first reported a position in CW in Q3 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Perigon Wealth Management held 668 shares of Curtiss-Wright worth $455K as of Q1 2026.
  • Perigon Wealth Management sold 8 Curtiss-Wright shares in Q1 2026, an estimated $5.32K.
  • Curtiss-Wright made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #844 holding.
  • Perigon Wealth Management first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.