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Richmond Investment Services’s Curtiss-Wright CW Stock Holding History

Richmond Investment Services’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 		– Sell
-384
Closed -$262K – 164
2026
Q1 		$262K Hold
384
– – 0.04% 220
2025
Q4 		$212K Hold
384
– – 0.04% 220
2025
Q3 		$208K Buy
+384
New +$189K 0.04% 213

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Richmond Investment Services's CW Position: Q2 2026 in Review

Richmond Investment Services sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 384 shares — an estimated $262K sold.

Richmond Investment Services first reported a position in CW in Q3 2025 and held it in 3 quarters. The position peaked at $262K in Q1 2026. 250 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Richmond Investment Services reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 384 Curtiss-Wright shares in Q2 2026, an estimated $262K.
  • Richmond Investment Services first reported a position in Curtiss-Wright in Q3 2025 and held it in 3 quarters.
  • Richmond Investment Services's Curtiss-Wright position peaked at $262K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.