PFP
CW icon

Polaris Financial Partners’s Curtiss-Wright CW Stock Holding History

Polaris Financial Partners’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 		$21K Buy
+39
New +$25.7K 0.01% 242

Other funds holding CW

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Polaris Financial Partners's CW Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Curtiss-Wright (CW) in Q3 2026: 39 shares worth $21K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

4 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Polaris Financial Partners held 39 shares of Curtiss-Wright worth $21K as of Q3 2026.
  • Curtiss-Wright was a new Polaris Financial Partners position in Q3 2026.
  • Curtiss-Wright made up 0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #242 holding.
  • 4 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.