VAG
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VisionPoint Advisory Group’s Curtiss-Wright CW Stock Holding History

VisionPoint Advisory Group’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 		$220K Sell
404
-181
-31% -$119K 0.03% 425
2026
Q2 		$443K Sell
585
-20
-3% -$14.7K 0.07% 275
2026
Q1 		$412K Sell
605
-186
-24% -$124K 0.08% 259
2025
Q4 		$436K Buy
791
+123
+18% +$68.6K 0.08% 232
2025
Q3 		$363K Buy
668
+174
+35% +$85.7K 0.07% 259
2025
Q2 		$241K Buy
+494
New +$195K 0.05% 311

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

VisionPoint Advisory Group's CW Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Curtiss-Wright (CW) stake by 31% in Q3 2026, selling an estimated $119K and leaving 404 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #425.

VisionPoint Advisory Group first reported a position in CW in Q2 2025 and has held it in 6 quarters since. The position peaked at $443K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • VisionPoint Advisory Group held 404 shares of Curtiss-Wright worth $220K as of Q3 2026.
  • VisionPoint Advisory Group sold 181 Curtiss-Wright shares in Q3 2026, an estimated $119K.
  • Curtiss-Wright made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #425 holding.
  • VisionPoint Advisory Group first reported a position in Curtiss-Wright in Q2 2025 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's Curtiss-Wright position peaked at $443K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.