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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
Q3 		$774K Buy
1,525
+823
+117% +$542K 0.02% 458
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

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
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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Wedmont Private Capital's CW Position: Q3 2026 in Review

Wedmont Private Capital increased its Curtiss-Wright (CW) stake by 117% in Q3 2026, buying an estimated $542K and bringing the position to 1,525 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #458.

Wedmont Private Capital first reported a position in CW in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Wedmont Private Capital held 1,525 shares of Curtiss-Wright worth $774K as of Q3 2026.
  • Wedmont Private Capital bought 823 Curtiss-Wright shares in Q3 2026, an estimated $542K.
  • Curtiss-Wright made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #458 holding.
  • Wedmont Private Capital first reported a position in Curtiss-Wright in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.