Physician Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Physician Wealth 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	$48.5K	Buy	64 +1	+2%	+$733	0.01%	438
2026 Q1	$42.9K	Hold	63	–	–	0.01%	430
2025 Q4	$34.7K	Buy	63 +1	+2%	+$558	﹤0.01%	462
2025 Q3	$33.7K	Buy	62 +2	+3%	+$985	﹤0.01%	453
2025 Q2	$29.3K	Sell	60 -3	-5%	-$1.18K	﹤0.01%	446
2025 Q1	$20K	Buy	63 +3	+5%	+$1.01K	﹤0.01%	487
2024 Q4	$21.3K	Buy	+60	New	+$21.6K	﹤0.01%	493

Other funds holding CW

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Physician Wealth Advisors's CW Position: Q2 2026 in Review

Physician Wealth Advisors increased its Curtiss-Wright (CW) stake by 1.6% in Q2 2026, buying an estimated $733 and bringing the position to 64 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #438.

Physician Wealth Advisors first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Physician Wealth Advisors held 64 shares of Curtiss-Wright worth $48.5K as of Q2 2026.
Physician Wealth Advisors bought 1 Curtiss-Wright share in Q2 2026, an estimated $733.
Curtiss-Wright made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #438 holding.
Physician Wealth Advisors first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.