Portside Wealth Group
CW icon

Portside Wealth Group’s Curtiss-Wright CW Stock Holding History

Portside Wealth Group’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 		$668K Sell
1,229
-634
-34% -$417K 0.07% 253
2026
Q2 		$1.41M Sell
1,863
-120
-6% -$87.9K 0.16% 141
2026
Q1 		$1.35M Sell
1,983
-546
-22% -$363K 0.18% 134
2025
Q4 		$1.39M Sell
2,529
-6
-0.2% -$3.35K 0.19% 123
2025
Q3 		$1.38M Sell
2,535
-17
-0.7% -$8.38K 0.19% 120
2025
Q2 		$1.25M Buy
2,552
+270
+12% +$107K 0.18% 121
2025
Q1 		$724K Buy
2,282
+149
+7% +$50.3K 0.12% 189
2024
Q4 		$757K Buy
2,133
+17
+0.8% +$6.12K 0.13% 173
2024
Q3 		$696K Buy
2,116
+1,245
+143% +$368K 0.12% 180
2024
Q2 		$236K Sell
871
-40
-4% -$10.7K 0.05% 311
2024
Q1 		$233K Sell
911
-3
-0.3% -$697 0.04% 323
2023
Q4 		$204K Buy
+914
New +$191K 0.04% 335

Other funds holding CW

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Portside Wealth Group's CW Position: Q3 2026 in Review

Portside Wealth Group reduced its Curtiss-Wright (CW) stake by 34% in Q3 2026, selling an estimated $417K and leaving 1,229 shares worth $668K. The position accounts for 0.07% of the portfolio, ranked #253.

Portside Wealth Group first reported a position in CW in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q2 2026. 162 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Portside Wealth Group held 1,229 shares of Curtiss-Wright worth $668K as of Q3 2026.
  • Portside Wealth Group sold 634 Curtiss-Wright shares in Q3 2026, an estimated $417K.
  • Curtiss-Wright made up 0.07% of Portside Wealth Group's portfolio in Q3 2026, its #253 holding.
  • Portside Wealth Group first reported a position in Curtiss-Wright in Q4 2023 and has held it in 12 quarters since.
  • Portside Wealth Group's Curtiss-Wright position peaked at $1.41M in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.