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Creative Planning CW Position History
Curtiss-Wright Corporation • Industrials
Quarters held
13
Latest value
$5.9M
Q3 2026
Peak value
$13.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.9M |
| Q3 2025 | $31K |
| Q3 2025 | $4.8M |
| Q4 2025 | $6.2M |
| Q4 2025 | $5.8M |
| Q1 2026 | $10.1M |
| Q1 2026 | $6.1M |
| Q2 2026 | $92K |
| Q2 2026 | $13.2M |
| Q2 2026 | $6.2M |
| Q3 2026 | $85K |
| Q3 2026 | $8.7M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 58.7K | — | — |
| Q3 2026 | $8.7M | 16.0K | — | — |
| Q3 2026 | $85K | 156 | — | — |
| Q2 2026 | $6.2M | 57.4K | — | — |
| Q2 2026 | $13.2M | 17.5K | — | — |
| Q2 2026 | $92K | 121 | — | — |
| Q1 2026 | $6.1M | 66.2K | — | — |
| Q1 2026 | $10.1M | 14.8K | — | — |
| Q4 2025 | $5.8M | 64.9K | — | — |
| Q4 2025 | $6.2M | 11.3K | — | — |
| Q3 2025 | $4.8M | 8.8K | — | — |
| Q3 2025 | $31K | 57 | — | — |
| Q3 2025 | $5.9M | 64.7K | — | — |
Other funds holding CW
$1.8B
$1.8B
$1.7B
$1.3B
$1.3B
$1.1B
$1.1B
$783.3M