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USA FINANCIAL FORMULAS’s Curtiss-Wright CW Stock Holding History

USA FINANCIAL FORMULAS’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 		$155K Buy
+205
New +$150K 0.03% 155

Other funds holding CW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

USA FINANCIAL FORMULAS's CW Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Curtiss-Wright (CW) in Q2 2026: 205 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #155 among its holdings.

413 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • USA FINANCIAL FORMULAS held 205 shares of Curtiss-Wright worth $155K as of Q2 2026.
  • Curtiss-Wright was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Curtiss-Wright made up 0.03% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #155 holding.
  • 413 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.