James T. Borello RIA
CW icon

James T. Borello RIA’s Curtiss-Wright CW Stock Holding History

James T. Borello RIA’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 		$4.89K Sell
9
-1
-10% -$658 ﹤0.01% 785
2026
Q2 		$7.58K Buy
10
+1
+11% +$733 ﹤0.01% 670
2026
Q1 		$6.13K Hold
9
– – ﹤0.01% 692
2025
Q4 		$4.96K Hold
9
– – ﹤0.01% 570
2025
Q3 		$4.89K Buy
+9
New +$4.43K ﹤0.01% 470

Other funds holding CW

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

James T. Borello RIA's CW Position: Q3 2026 in Review

James T. Borello RIA reduced its Curtiss-Wright (CW) stake by 10% in Q3 2026, selling an estimated $658 and leaving 9 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

James T. Borello RIA first reported a position in CW in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.58K in Q2 2026. 125 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • James T. Borello RIA held 9 shares of Curtiss-Wright worth $4.89K as of Q3 2026.
  • James T. Borello RIA sold 1 Curtiss-Wright share in Q3 2026, an estimated $658.
  • Curtiss-Wright made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #785 holding.
  • James T. Borello RIA first reported a position in Curtiss-Wright in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Curtiss-Wright position peaked at $7.58K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.