CIA
CW icon

Caerus Investment Advisors’s Curtiss-Wright CW Stock Holding History

Caerus Investment Advisors’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
Q1 		$418K Buy
614
+1
+0.2% +$665 0.17% 117
2025
Q4 		$338K Buy
613
+132
+27% +$73.6K 0.11% 201
2025
Q3 		$261K Buy
+481
New +$237K 0.11% 215

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Caerus Investment Advisors's CW Position: Q1 2026 in Review

Caerus Investment Advisors increased its Curtiss-Wright (CW) stake by 0.16% in Q1 2026, buying an estimated $665 and bringing the position to 614 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #117.

Caerus Investment Advisors first reported a position in CW in Q3 2025 and has held it in 3 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Caerus Investment Advisors held 614 shares of Curtiss-Wright worth $418K as of Q1 2026.
  • Caerus Investment Advisors bought 1 Curtiss-Wright share in Q1 2026, an estimated $665.
  • Curtiss-Wright made up 0.17% of Caerus Investment Advisors's portfolio in Q1 2026, its #117 holding.
  • Caerus Investment Advisors first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.