TPI
CW icon

Trust Point Inc’s Curtiss-Wright CW Stock Holding History

Trust Point Inc’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 		$768K Buy
1,014
+34
+3% +$24.9K 0.07% 151
2026
Q1 		$667K Buy
980
+3
+0.3% +$2K 0.06% 181
2025
Q4 		$539K Sell
977
-25
-2% -$13.9K 0.04% 214
2025
Q3 		$544K Buy
1,002
+55
+6% +$27.1K 0.04% 214
2025
Q2 		$463K Buy
947
+124
+15% +$48.9K 0.04% 203
2025
Q1 		$261K Sell
823
-1,025
-55% -$346K 0.02% 376
2024
Q4 		$656K Buy
1,848
+566
+44% +$204K 0.05% 235
2024
Q3 		$421K Sell
1,282
-37
-3% -$10.9K 0.03% 313
2024
Q2 		$357K Sell
1,319
-292
-18% -$78K 0.03% 332
2024
Q1 		$412K Sell
1,611
-20
-1% -$4.65K 0.03% 327
2023
Q4 		$363K Buy
+1,631
New +$341K 0.03% 348

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Trust Point Inc's CW Position: Q2 2026 in Review

Trust Point Inc increased its Curtiss-Wright (CW) stake by 3.5% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,014 shares worth $768K. The position accounts for 0.07% of the portfolio, ranked #151.

Trust Point Inc first reported a position in CW in Q4 2023 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Trust Point Inc held 1,014 shares of Curtiss-Wright worth $768K as of Q2 2026.
  • Trust Point Inc bought 34 Curtiss-Wright shares in Q2 2026, an estimated $24.9K.
  • Curtiss-Wright made up 0.07% of Trust Point Inc's portfolio in Q2 2026, its #151 holding.
  • Trust Point Inc first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • 188 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.