WA
CW icon

Waddell & Associates’s Curtiss-Wright CW Stock Holding History

Waddell & Associates’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 		$442K Sell
583
-24
-4% -$17.6K 0.02% 294
2026
Q1 		$413K Buy
607
+109
+22% +$72.5K 0.02% 276
2025
Q4 		$275K Buy
498
+105
+27% +$58.6K 0.02% 298
2025
Q3 		$213K Buy
+393
New +$194K 0.02% 295

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
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
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return

Waddell & Associates's CW Position: Q2 2026 in Review

Waddell & Associates reduced its Curtiss-Wright (CW) stake by 4% in Q2 2026, selling an estimated $17.6K and leaving 583 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #294.

Waddell & Associates first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Waddell & Associates held 583 shares of Curtiss-Wright worth $442K as of Q2 2026.
  • Waddell & Associates sold 24 Curtiss-Wright shares in Q2 2026, an estimated $17.6K.
  • Curtiss-Wright made up 0.02% of Waddell & Associates's portfolio in Q2 2026, its #294 holding.
  • Waddell & Associates first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.