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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
Q2 		$10.6K Buy
+14
New +$10.3K ﹤0.01% 849
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 $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

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

Cape Investment Advisory opened a new position in Curtiss-Wright (CW) in Q2 2026: 14 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CW as recently as Q4 2025.

Cape Investment Advisory first reported a position in CW in Q1 2023 and has held it in 13 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Cape Investment Advisory held 14 shares of Curtiss-Wright worth $10.6K as of Q2 2026.
  • Curtiss-Wright was a new Cape Investment Advisory position in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #849 holding.
  • Cape Investment Advisory first reported a position in Curtiss-Wright in Q1 2023 and has held it in 13 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.