Wealth Enhancement Advisory Services
CW icon

Wealth Enhancement Advisory Services’s Curtiss-Wright CW Stock Holding History

Wealth Enhancement Advisory Services’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 		$10.2M Buy
14,854
+1,162
+8% +$852K 0.02% 667
2026
Q1 		$8.68M Buy
13,692
+25
+0.2% +$16.6K 0.02% 650
2025
Q4 		$8.12M Buy
13,667
+1,965
+17% +$1.1M 0.01% 786
2025
Q3 		$6.32M Buy
11,702
+1,363
+13% +$671K 0.01% 839
2025
Q2 		$5.05M Buy
10,339
+3,411
+49% +$1.35M 0.01% 894
2025
Q1 		$2.2M Buy
6,928
+575
+9% +$194K ﹤0.01% 1198
2024
Q4 		$2.25M Buy
6,353
+405
+7% +$146K ﹤0.01% 1119
2024
Q3 		$1.95M Sell
5,948
-357
-6% -$106K ﹤0.01% 1065
2024
Q2 		$1.71M Buy
6,305
+112
+2% +$29.9K ﹤0.01% 1056
2024
Q1 		$1.58M Buy
6,193
+25
+0.4% +$5.81K ﹤0.01% 1042
2023
Q4 		$1.37M Sell
6,168
-642
-9% -$134K ﹤0.01% 1034
2023
Q3 		$1.33M Buy
+6,810
New +$1.35M ﹤0.01% 997

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's CW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Curtiss-Wright (CW) stake by 8.5% in Q2 2026, buying an estimated $852K and bringing the position to 14,854 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #667.

Wealth Enhancement Advisory Services first reported a position in CW in Q3 2023 and has held it in 12 quarters since. 178 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,854 shares of Curtiss-Wright worth $10.2M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,162 Curtiss-Wright shares in Q2 2026, an estimated $852K.
  • Curtiss-Wright made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #667 holding.
  • Wealth Enhancement Advisory Services first reported a position in Curtiss-Wright in Q3 2023 and has held it in 12 quarters since.
  • 178 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.