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

Cape 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
Q1 		– Sell
-18
Closed -$9.92K – 423
2025
Q4 		$9.92K Buy
18
+6
+50% +$3.35K ﹤0.01% 761
2025
Q3 		$6.51K Sell
12
-6
-33% -$2.96K 0.01% 474
2025
Q2 		$8.79K Buy
18
+12
+200% +$4.74K ﹤0.01% 653
2025
Q1 		$1.9K Hold
6
– – ﹤0.01% 899
2024
Q4 		$2.13K Hold
6
– – ﹤0.01% 872
2024
Q3 		$1.97K Hold
6
– – ﹤0.01% 821
2024
Q2 		$1.63K Hold
6
– – ﹤0.01% 805
2024
Q1 		$1.54K Hold
6
– – ﹤0.01% 798
2023
Q4 		$1.34K Hold
6
– – ﹤0.01% 983
2023
Q3 		$1.17K Hold
6
– – ﹤0.01% 829
2023
Q2 		$1.1K Hold
6
– – ﹤0.01% 822
2023
Q1 		$1.06K Buy
+6
New +$1.02K ﹤0.01% 871

Other funds holding CW

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 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