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Vest Financial’s Curtiss-Wright CW Stock Holding History

Vest Financial’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 		$6.76M Buy
8,924
+2,608
+41% +$1.91M 0.07% 214
2026
Q1 		$4.3M Buy
6,316
+2,989
+90% +$1.99M 0.05% 259
2025
Q4 		$1.83M Sell
3,327
-3,218
-49% -$1.79M 0.02% 317
2025
Q3 		$3.55M Buy
6,545
+334
+5% +$165K 0.05% 250
2025
Q2 		$3.03M Sell
6,211
-1,425
-19% -$562K 0.04% 237
2025
Q1 		$2.42M Buy
+7,636
New +$2.58M 0.04% 222

Other funds holding CW

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
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Vest Financial's CW Position: Q2 2026 in Review

Vest Financial increased its Curtiss-Wright (CW) stake by 41% in Q2 2026, buying an estimated $1.91M and bringing the position to 8,924 shares worth $6.76M. The position accounts for 0.07% of the portfolio, ranked #214.

Vest Financial first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 353 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Vest Financial held 8,924 shares of Curtiss-Wright worth $6.76M as of Q2 2026.
  • Vest Financial bought 2,608 Curtiss-Wright shares in Q2 2026, an estimated $1.91M.
  • Curtiss-Wright made up 0.07% of Vest Financial's portfolio in Q2 2026, its #214 holding.
  • Vest Financial first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 353 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.