Root Financial Partners
CW icon

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

Root 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 		$217K Sell
399
-154
-28% -$101K 0.01% 415
2026
Q2 		$419K Buy
553
+9
+2% +$6.6K 0.02% 226
2026
Q1 		$371K Buy
544
+415
+322% +$276K 0.02% 213
2025
Q4 		$71.1K Buy
129
+36
+39% +$20.1K ﹤0.01% 592
2025
Q3 		$50.5K Buy
+93
New +$45.8K ﹤0.01% 670

Other funds holding CW

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Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Aware Super
Aware Super Sydney, Australia $7.51B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

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

Root Financial Partners reduced its Curtiss-Wright (CW) stake by 28% in Q3 2026, selling an estimated $101K and leaving 399 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #415.

Root Financial Partners first reported a position in CW in Q3 2025 and has held it in 5 quarters since. The position peaked at $419K in Q2 2026. 273 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Root Financial Partners held 399 shares of Curtiss-Wright worth $217K as of Q3 2026.
  • Root Financial Partners sold 154 Curtiss-Wright shares in Q3 2026, an estimated $101K.
  • Curtiss-Wright made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #415 holding.
  • Root Financial Partners first reported a position in Curtiss-Wright in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Curtiss-Wright position peaked at $419K in Q2 2026.
  • 273 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.