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 Q3	$149K	Sell	274 -5	-2%	-$3.29K	0.04%	173
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

True Wealth Design's CW Position: Q3 2026 in Review

True Wealth Design reduced its Curtiss-Wright (CW) stake by 1.8% in Q3 2026, selling an estimated $3.29K and leaving 274 shares worth $149K. The position accounts for 0.04% of the portfolio, ranked #173.

True Wealth Design first reported a position in CW in Q3 2024 and has held it in 9 quarters since. The position peaked at $211K in Q2 2026. 126 funds tracked by Wall St. Rank hold CW as of Q3 2026.

True Wealth Design held 274 shares of Curtiss-Wright worth $149K as of Q3 2026.
True Wealth Design sold 5 Curtiss-Wright shares in Q3 2026, an estimated $3.29K.
Curtiss-Wright made up 0.04% of True Wealth Design's portfolio in Q3 2026, its #173 holding.
True Wealth Design first reported a position in Curtiss-Wright in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Curtiss-Wright position peaked at $211K in Q2 2026.
126 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.