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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
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

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Perigon Wealth Management's CW Position: Q2 2026 in Review

Perigon Wealth Management increased its Curtiss-Wright (CW) stake by 12% in Q2 2026, buying an estimated $60.8K and bringing the position to 751 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #823.

Perigon Wealth Management first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Perigon Wealth Management held 751 shares of Curtiss-Wright worth $569K as of Q2 2026.
  • Perigon Wealth Management bought 83 Curtiss-Wright shares in Q2 2026, an estimated $60.8K.
  • Curtiss-Wright made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #823 holding.
  • Perigon Wealth Management first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.