PCA
CW icon

Purkiss Capital Advisors’s Curtiss-Wright CW Stock Holding History

Purkiss Capital 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 		$382K Buy
504
+1
+0.2% +$733 0.15% 119
2026
Q1 		$343K Hold
503
– – 0.15% 115
2025
Q4 		$277K Hold
503
– – 0.13% 134
2025
Q3 		$273K Buy
503
+46
+10% +$22.7K 0.13% 129
2025
Q2 		$223K Buy
+457
New +$180K 0.12% 134

Other funds holding CW

Sumitomo Mitsui Trust Group
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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Purkiss Capital Advisors's CW Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Curtiss-Wright (CW) stake by 0.2% in Q2 2026, buying an estimated $733 and bringing the position to 504 shares worth $382K. The position accounts for 0.15% of the portfolio, ranked #119.

Purkiss Capital Advisors first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 331 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Purkiss Capital Advisors held 504 shares of Curtiss-Wright worth $382K as of Q2 2026.
  • Purkiss Capital Advisors bought 1 Curtiss-Wright share in Q2 2026, an estimated $733.
  • Curtiss-Wright made up 0.15% of Purkiss Capital Advisors's portfolio in Q2 2026, its #119 holding.
  • Purkiss Capital Advisors first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 331 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.