VWM
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Venturi Wealth Management’s Curtiss-Wright CW Stock Holding History

Venturi Wealth Management’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 		$343K Buy
453
+24
+6% +$17.6K 0.01% 469
2026
Q1 		$292K Buy
+429
New +$285K 0.01% 474
2025
Q4 		– Sell
-415
Closed -$225K – 600
2025
Q3 		$225K Buy
+415
New +$204K 0.01% 518
2025
Q1 		– Sell
-310
Closed -$110K – 860
2024
Q4 		$110K Buy
310
+74
+31% +$26.6K 0.01% 731
2024
Q3 		$77.6K Buy
236
+11
+5% +$3.25K ﹤0.01% 639
2024
Q2 		$61K Buy
225
+51
+29% +$13.6K ﹤0.01% 615
2024
Q1 		$44.5K Buy
174
+25
+17% +$5.81K ﹤0.01% 521
2023
Q4 		$33.2K Buy
149
+52
+54% +$10.9K ﹤0.01% 578
2023
Q3 		$19K Buy
+97
New +$19.2K ﹤0.01% 640

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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Venturi Wealth Management's CW Position: Q2 2026 in Review

Venturi Wealth Management increased its Curtiss-Wright (CW) stake by 5.6% in Q2 2026, buying an estimated $17.6K and bringing the position to 453 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #469.

Venturi Wealth Management first reported a position in CW in Q3 2023 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Venturi Wealth Management held 453 shares of Curtiss-Wright worth $343K as of Q2 2026.
  • Venturi Wealth Management bought 24 Curtiss-Wright shares in Q2 2026, an estimated $17.6K.
  • Curtiss-Wright made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Venturi Wealth Management first reported a position in Curtiss-Wright in Q3 2023 and has held it in 9 quarters since.
  • 126 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.