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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Portside Wealth Group's CW Position: Q2 2026 in Review

Portside Wealth Group reduced its Curtiss-Wright (CW) stake by 6.1% in Q2 2026, selling an estimated $87.9K and leaving 1,863 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #141.

Portside Wealth Group first reported a position in CW in Q4 2023 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Portside Wealth Group held 1,863 shares of Curtiss-Wright worth $1.41M as of Q2 2026.
  • Portside Wealth Group sold 120 Curtiss-Wright shares in Q2 2026, an estimated $87.9K.
  • Curtiss-Wright made up 0.16% of Portside Wealth Group's portfolio in Q2 2026, its #141 holding.
  • Portside Wealth Group first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • 115 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.