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

Capstone 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 		– Sell
-664
Closed -$366K – 1635
2025
Q4 		$366K Sell
664
-398
-37% -$222K ﹤0.01% 1263
2025
Q3 		$577K Buy
1,062
+200
+23% +$98.5K ﹤0.01% 1289
2025
Q2 		$421K Buy
+862
New +$340K ﹤0.01% 1217
2024
Q3 		– Sell
-1,870
Closed -$507K – 1971
2024
Q2 		$507K Buy
1,870
+954
+104% +$255K ﹤0.01% 1303
2024
Q1 		$234K Sell
916
-786
-46% -$183K ﹤0.01% 1949
2023
Q4 		$379K Buy
+1,702
New +$356K ﹤0.01% 1476

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

Capstone Investment Advisors sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 664 shares — an estimated $366K sold.

Capstone Investment Advisors first reported a position in CW in Q4 2023 and held it in 6 quarters. The position peaked at $577K in Q3 2025. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 664 Curtiss-Wright shares in Q1 2026, an estimated $366K.
  • Capstone Investment Advisors first reported a position in Curtiss-Wright in Q4 2023 and held it in 6 quarters.
  • Capstone Investment Advisors's Curtiss-Wright position peaked at $577K in Q3 2025.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.