USA Financial Formulas
CW icon

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
Q3 		– Sell
-205
Closed -$155K – 422
2026
Q2 		$155K Buy
+205
New +$150K 0.03% 155
2026
Q1 		– Sell
-295
Closed -$163K – 458
2025
Q4 		$163K Sell
295
-51
-15% -$28.4K 0.03% 149
2025
Q3 		$188K Buy
+346
New +$170K 0.03% 144
2025
Q1 		– Sell
-798
Closed -$283K – 303
2024
Q4 		$283K Sell
798
-58
-7% -$20.9K 0.04% 134
2024
Q3 		$281K Sell
856
-56
-6% -$16.6K 0.04% 125
2024
Q2 		$247K Sell
912
-287
-24% -$76.7K 0.04% 141
2024
Q1 		$307K Buy
1,199
+1,177
+5,350% +$274K 0.05% 146
2023
Q4 		$4.9K Sell
22
-410
-95% -$85.8K ﹤0.01% 261
2023
Q3 		$84.5K Hold
432
– – 0.13% 164
2023
Q2 		$79.3K Sell
432
-266
-38% -$45.3K 0.12% 125
2023
Q1 		$123K Buy
+698
New +$118K 0.2% 76
2022
Q3 		– Sell
-1,056
Closed -$139K – 326
2022
Q2 		$139K Buy
1,056
+129
+14% +$18.3K 0.17% 78
2022
Q1 		$139K Buy
+927
New +$132K 0.15% 77
2018
Q3 		– Sell
-5,061
Closed -$684K – 295
2018
Q2 		$684K Sell
5,061
-20
-0.4% -$2.61K 0.17% 122
2018
Q1 		$686K Buy
+5,081
New +$664K 0.17% 122
2017
Q1 		– Sell
-2,333
Closed -$229K – 260
2016
Q4 		$229K Sell
2,333
-477
-17% -$45.4K 0.06% 236
2016
Q3 		$256K Buy
+2,810
New +$247K 0.07% 207

Other funds holding CW

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

USA Financial Formulas's CW Position: Q3 2026 in Review

USA Financial Formulas sold out of Curtiss-Wright (CW) in Q3 2026, closing a stake of 205 shares — an estimated $155K sold.

USA Financial Formulas first reported a position in CW in Q3 2016 and held it in 17 quarters. The position peaked at $686K in Q1 2018. 257 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • USA Financial Formulas reported no remaining Curtiss-Wright position as of Q3 2026 after selling out during the quarter.
  • USA Financial Formulas sold 205 Curtiss-Wright shares in Q3 2026, an estimated $155K.
  • USA Financial Formulas first reported a position in Curtiss-Wright in Q3 2016 and held it in 17 quarters.
  • USA Financial Formulas's Curtiss-Wright position peaked at $686K in Q1 2018.
  • 257 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.