TWD
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True Wealth Design’s Curtiss-Wright CW Stock Holding History

True Wealth Design’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 		$211K Buy
279
+3
+1% +$2.2K 0.05% 106
2026
Q1 		$188K Hold
276
– – 0.05% 105
2025
Q4 		$152K Buy
276
+4
+1% +$2.23K 0.04% 115
2025
Q3 		$148K Buy
272
+108
+66% +$53.2K 0.05% 103
2025
Q2 		$80.1K Buy
164
+154
+1,540% +$60.8K 0.03% 131
2025
Q1 		$3.17K Buy
10
+8
+400% +$2.7K ﹤0.01% 832
2024
Q4 		$710 Hold
2
– – ﹤0.01% 1025
2024
Q3 		$658 Buy
+2
New +$592 ﹤0.01% 1051

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
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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

True Wealth Design's CW Position: Q2 2026 in Review

True Wealth Design increased its Curtiss-Wright (CW) stake by 1.1% in Q2 2026, buying an estimated $2.2K and bringing the position to 279 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #106.

True Wealth Design first reported a position in CW in Q3 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • True Wealth Design held 279 shares of Curtiss-Wright worth $211K as of Q2 2026.
  • True Wealth Design bought 3 Curtiss-Wright shares in Q2 2026, an estimated $2.2K.
  • Curtiss-Wright made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #106 holding.
  • True Wealth Design first reported a position in Curtiss-Wright in Q3 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.