WoodTrust Financial’s Curtiss-Wright CW Stock Holding History

WoodTrust Financial’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	$538K	Buy	988 +38	+4%	+$25K	0.07%	113
2026 Q2	$720K	Hold	950	–	–	0.09%	103
2026 Q1	$647K	Hold	950	–	–	0.08%	102
2025 Q4	$524K	Hold	950	–	–	0.06%	120
2025 Q3	$516K	Hold	950	–	–	0.06%	119
2025 Q2	$464K	Buy	950 +200	+27%	+$78.9K	0.06%	107
2025 Q1	$238K	Buy	+750	New	+$253K	0.03%	150

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

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

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

WoodTrust Financial's CW Position: Q3 2026 in Review

WoodTrust Financial increased its Curtiss-Wright (CW) stake by 4% in Q3 2026, buying an estimated $25K and bringing the position to 988 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #113.

WoodTrust Financial first reported a position in CW in Q1 2025 and has held it in 7 quarters since. The position peaked at $720K in Q2 2026. 26 funds tracked by Wall St. Rank hold CW as of Q3 2026.

WoodTrust Financial held 988 shares of Curtiss-Wright worth $538K as of Q3 2026.
WoodTrust Financial bought 38 Curtiss-Wright shares in Q3 2026, an estimated $25K.
Curtiss-Wright made up 0.07% of WoodTrust Financial's portfolio in Q3 2026, its #113 holding.
WoodTrust Financial first reported a position in Curtiss-Wright in Q1 2025 and has held it in 7 quarters since.
WoodTrust Financial's Curtiss-Wright position peaked at $720K in Q2 2026.
26 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.