Plante Moran Financial Advisors’s Curtiss-Wright CW Stock Holding History

Plante Moran 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	$3.03K	Hold	4	–	–	﹤0.01%	695
2026 Q1	$2.72K	Hold	4	–	–	﹤0.01%	615
2025 Q4	$2.21K	Hold	4	–	–	﹤0.01%	712
2025 Q3	$2.17K	Buy	+4	New	+$1.97K	﹤0.01%	671
2021 Q2	–	Sell	-45	Closed	-$5K	–	970
2021 Q1	$5K	Buy	45 +39	+650%	+$4.51K	﹤0.01%	770
2020 Q4	$1K	Buy	+6	New	+$633	﹤0.01%	812
2017 Q3	–	Sell	-100	Closed	-$9K	–	814
2017 Q2	$9K	Buy	+100	New	+$9.02K	0.01%	570

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CAM

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Plante Moran Financial Advisors's CW Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 4 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Plante Moran Financial Advisors first reported a position in CW in Q2 2017 and has held it in 7 quarters since. The position peaked at $9K in Q2 2017. 497 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Plante Moran Financial Advisors held 4 shares of Curtiss-Wright worth $3.03K as of Q2 2026.
Plante Moran Financial Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
Curtiss-Wright made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #695 holding.
Plante Moran Financial Advisors first reported a position in Curtiss-Wright in Q2 2017 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Curtiss-Wright position peaked at $9K in Q2 2017.
497 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.