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Capital Advisors Ltd’s Curtiss-Wright CW Stock Holding History

Capital Advisors Ltd’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 		$2K Hold
2
– – ﹤0.01% 1104
2026
Q1 		$1K Hold
2
– – ﹤0.01% 1187
2025
Q4 		$1K Hold
2
– – ﹤0.01% 1165
2025
Q3 		$1K Hold
2
– – ﹤0.01% 1170
2025
Q2 		$1K Hold
2
– – ﹤0.01% 1167
2025
Q1 		$1K Hold
2
– – ﹤0.01% 1145
2024
Q4 		$1K Hold
2
– – ﹤0.01% 1173
2024
Q3 		$1K Hold
2
– – ﹤0.01% 1173
2024
Q2 		$1K Hold
2
– – ﹤0.01% 1157
2024
Q1 		$1K Hold
2
– – ﹤0.01% 1160
2023
Q4 		$0 Hold
2
– – ﹤0.01% 1329
2023
Q3 		$0 Hold
2
– – ﹤0.01% 1315
2023
Q2 		$0 Hold
2
– – ﹤0.01% 1335
2023
Q1 		$0 Hold
2
– – ﹤0.01% 1261
2022
Q4 		$0 Hold
2
– – ﹤0.01% 1294
2022
Q3 		$0 Buy
+2
New +$284 ﹤0.01% 1291

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital Advisors Ltd's CW Position: Q2 2026 in Review

Capital Advisors Ltd held its Curtiss-Wright (CW) position steady in Q2 2026 at 2 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Capital Advisors Ltd first reported a position in CW in Q3 2022 and has held it in 16 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Capital Advisors Ltd held 2 shares of Curtiss-Wright worth $2K as of Q2 2026.
  • Capital Advisors Ltd left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1104 holding.
  • Capital Advisors Ltd first reported a position in Curtiss-Wright in Q3 2022 and has held it in 16 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.