SummitTX Capital’s Curtiss-Wright CW Stock Holding History

SummitTX Capital’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
2025 Q4	–	Sell	-15,763	Closed	-$8.56M	–	743
2025 Q3	$8.56M	Buy	15,763 +113	+0.7%	+$55.7K	0.35%	62
2025 Q2	$7.65M	Buy	+15,650	New	+$6.18M	0.33%	65

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SummitTX Capital's CW Position: Q4 2025 in Review

SummitTX Capital sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 15,763 shares — an estimated $8.56M sold.

SummitTX Capital first reported a position in CW in Q2 2025 and held it in 2 quarters. The position peaked at $8.56M in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

SummitTX Capital reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 15,763 Curtiss-Wright shares in Q4 2025, an estimated $8.56M.
SummitTX Capital first reported a position in Curtiss-Wright in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Curtiss-Wright position peaked at $8.56M in Q3 2025.
838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.