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Summit Financial’s Curtiss-Wright CW Stock Holding History

Summit Financial’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 		$466K Sell
615
-113
-16% -$82.8K 0.01% 1121
2026
Q1 		$496K Buy
728
+31
+4% +$20.6K 0.01% 1002
2025
Q4 		$384K Buy
697
+16
+2% +$8.93K 0.01% 975
2025
Q3 		$370K Sell
681
-6
-0.9% -$2.96K 0.01% 991
2025
Q2 		$336K Buy
687
+7
+1% +$2.76K 0.01% 656
2025
Q1 		$216K Sell
680
-27
-4% -$9.11K 0.01% 681
2024
Q4 		$251K Buy
+707
New +$255K 0.01% 576

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Summit Financial's CW Position: Q2 2026 in Review

Summit Financial reduced its Curtiss-Wright (CW) stake by 16% in Q2 2026, selling an estimated $82.8K and leaving 615 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #1121.

Summit Financial first reported a position in CW in Q4 2024 and has held it in 7 quarters since. The position peaked at $496K in Q1 2026. 949 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Summit Financial held 615 shares of Curtiss-Wright worth $466K as of Q2 2026.
  • Summit Financial sold 113 Curtiss-Wright shares in Q2 2026, an estimated $82.8K.
  • Curtiss-Wright made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1121 holding.
  • Summit Financial first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Curtiss-Wright position peaked at $496K in Q1 2026.
  • 949 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.