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Evergreen Capital Management’s CPI Aerostructures CVU Stock Holding History

Evergreen Capital Management’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,900
Closed -$70.2K – 1567
2026
Q1 		$70.2K Hold
17,900
– – ﹤0.01% 1479
2025
Q4 		$70.9K Hold
17,900
– – ﹤0.01% 1381
2025
Q3 		$45.1K Hold
17,900
– – ﹤0.01% 1305
2025
Q2 		$62.6K Buy
+17,900
New +$57.8K ﹤0.01% 1111

Other funds holding CVU

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Evergreen Capital Management's CVU Position: Q2 2026 in Review

Evergreen Capital Management sold out of CPI Aerostructures (CVU) in Q2 2026, closing a stake of 17,900 shares — an estimated $70.2K sold.

Evergreen Capital Management first reported a position in CVU in Q2 2025 and held it in 4 quarters. The position peaked at $70.9K in Q4 2025. 37 funds tracked by Wall St. Rank hold CVU as of Q2 2026.

  • Evergreen Capital Management reported no remaining CPI Aerostructures position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 17,900 CPI Aerostructures shares in Q2 2026, an estimated $70.2K.
  • Evergreen Capital Management first reported a position in CPI Aerostructures in Q2 2025 and held it in 4 quarters.
  • Evergreen Capital Management's CPI Aerostructures position peaked at $70.9K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held CPI Aerostructures as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.