CW — CURTISS WRIGHT CORP

Ownership history in Wallace Advisory Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Wallace Advisory Group, LLC reported a position in CURTISS WRIGHT CORP (CW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2025 Q3)
Avg. % of fund
0.16%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 475 -165 -25.8% 0.19% $232K $542.71
2025 Q2 ADDED 640 +14 +2.2% 0.15% $203K $488.11
2025 Q1 REDUCED 626 -7 -1.1% 0.15% $222K $316.83
2024 Q4 INITIATED 633 — — 0.14% $208K $354.15
% of Fund (quarterly)    CW price (monthly, adj. close)

Other funds also holding CW

As of 2025 Q4 — sorted by position size

Visualize Group LP 6.34% ArchPoint Investors 3Y 7Y 5.5% HWG Holdings LP 3Y 7Y 4.33% Wealth High Governance Capital Ltda 3.15% New Millennium Group LLC 3Y 2.75% CAPITAL MANAGEMENT ASSOCIATES /NY/ 3Y 7Y 2.43% Hardman Johnston Global Advisors LLC 3Y 7Y 2.24% Running Oak Capital LLC 3Y 2.2% BOURGEON CAPITAL MANAGEMENT LLC 3Y 7Y 2.15% O'Brien Greene & Co. Inc 3Y 7Y 2.06%
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