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Baer Investment Advisory’s Curtiss-Wright CW Stock Holding History

Baer Investment Advisory’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.03M Buy
7,962
+21
+0.3% +$15.4K 5.05% 5
2026
Q1 		$5.41M Sell
7,941
-22
-0.3% -$14.6K 5.4% 4
2025
Q4 		$4.39M Buy
7,963
+324
+4% +$181K 4.18% 8
2025
Q3 		$4.15M Buy
+7,639
New +$3.76M 3.56% 11

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baer Investment Advisory's CW Position: Q2 2026 in Review

Baer Investment Advisory increased its Curtiss-Wright (CW) stake by 0.26% in Q2 2026, buying an estimated $15.4K and bringing the position to 7,962 shares worth $6.03M. The position accounts for 5.05% of the portfolio, ranked #5.

Baer Investment Advisory first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Baer Investment Advisory held 7,962 shares of Curtiss-Wright worth $6.03M as of Q2 2026.
  • Baer Investment Advisory bought 21 Curtiss-Wright shares in Q2 2026, an estimated $15.4K.
  • Curtiss-Wright made up 5.05% of Baer Investment Advisory's portfolio in Q2 2026, its #5 holding.
  • Baer Investment Advisory first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Baer Investment Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.