AGWCA
CVU icon

Annis Gardner Whiting Capital Advisors’s CPI Aerostructures CVU Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-71
Closed -$279 – 545
2026
Q1 		$279 Buy
+71
New +$294 ﹤0.01% 1251

Other funds holding CVU

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CVU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of CPI Aerostructures (CVU) in Q2 2026, closing a stake of 71 shares — an estimated $279 sold.

Annis Gardner Whiting Capital Advisors first reported a position in CVU in Q1 2026 and held it in 1 quarter. The position peaked at $279 in Q1 2026. 37 funds tracked by Wall St. Rank hold CVU as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining CPI Aerostructures position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 71 CPI Aerostructures shares in Q2 2026, an estimated $279.
  • Annis Gardner Whiting Capital Advisors first reported a position in CPI Aerostructures in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's CPI Aerostructures position peaked at $279 in Q1 2026.
  • 37 funds tracked by Wall St. Rank held CPI Aerostructures as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.