Back to CW

Lifestyle Asset Management, Inc. → CW

Lifestyle Asset Management, Inc. CW Position History

Curtiss-Wright Corporation • Industrials

Quarters held
3
Latest value
$14.5M
Q3 2026
Peak value
$14.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$12.6M
Q2 2026$14.9M
Q3 2026$14.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.5M143.5K——
Q2 2026$14.9M138.0K——
Q4 2025$12.6M141.1K——

Other funds holding CW

Other Lifestyle Asset Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$63.8M
SPY

STATE STR SPDR S&P 500 ETF T

$60.7M
SPY

SPDR S&P 500 ETF TR

$42.7M
SPY

STATE STR SPDR S&P 500 ETF T

$40.7M
ETHA

ISHARES TR

$39.1M
ETHA

ISHARES TR

$24M
ETHA

ISHARES TR

$16.6M
STT-PG

SPDR SERIES TRUST

$15.6M