Position in CW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$263,700
+$26,671 QoQ
Shares Held
348
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#729
of 944 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Waldron Private Wealth LLC holds $8,021,522 across 9 Aerospace & Defense names. CW ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
|
15,291 | $2,901,161 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
6,331 | $1,397,884 | |
| 3 | GE |
General Electric Co
|
3,319 | $1,240,409 | |
| 4 | NOC |
Northrop Grumman Corp /De/
|
1,687 | $859,205 | |
| 5 | BA |
Boeing Co
|
2,125 | $459,998 | |
| 6 | GD |
General Dynamics Corp
|
1,091 | $386,475 | |
| 7 | HII |
Huntington Ingalls Industries, Inc.
|
989 | $276,811 | |
| 8 | CW |
Curtiss Wright Corp
This page
|
348 | $263,700 |
All Filings in CW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,700 | 348 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $237,029 | 348 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||