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Wedmont Private Capital’s Curtiss-Wright CW Stock Holding History

Wedmont Private Capital’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 		$530K Buy
702
+152
+28% +$111K 0.01% 542
2026
Q1 		$401K Buy
550
+76
+16% +$50.5K 0.01% 571
2025
Q4 		$276K Buy
+474
New +$264K 0.01% 670

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedmont Private Capital's CW Position: Q2 2026 in Review

Wedmont Private Capital increased its Curtiss-Wright (CW) stake by 28% in Q2 2026, buying an estimated $111K and bringing the position to 702 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #542.

Wedmont Private Capital first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Wedmont Private Capital held 702 shares of Curtiss-Wright worth $530K as of Q2 2026.
  • Wedmont Private Capital bought 152 Curtiss-Wright shares in Q2 2026, an estimated $111K.
  • Curtiss-Wright made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #542 holding.
  • Wedmont Private Capital first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.