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
Q2 		$6.26M Buy
+8,259
New +$6.05M 0.01% 452
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
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

Capstone Investment Advisors's CW Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Curtiss-Wright (CW) in Q2 2026: 8,259 shares worth $6.26M. The stake represents 0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in CW as recently as Q4 2025.

Capstone Investment Advisors first reported a position in CW in Q4 2023 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Capstone Investment Advisors held 8,259 shares of Curtiss-Wright worth $6.26M as of Q2 2026.
  • Curtiss-Wright was a new Capstone Investment Advisors position in Q2 2026.
  • Curtiss-Wright made up 0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #452 holding.
  • Capstone Investment Advisors first reported a position in Curtiss-Wright in Q4 2023 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.