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Kathmere Capital Management’s Curtiss-Wright CW Stock Holding History

Kathmere Capital Management’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 		$984K Buy
1,299
+147
+13% +$108K 0.05% 241
2026
Q1 		$785K Buy
1,152
+51
+5% +$33.9K 0.05% 262
2025
Q4 		$607K Sell
1,101
-45
-4% -$25.1K 0.04% 274
2025
Q3 		$622K Buy
1,146
+181
+19% +$89.2K 0.04% 253
2025
Q2 		$471K Buy
965
+230
+31% +$90.8K 0.04% 292
2025
Q1 		$233K Buy
735
+4
+0.5% +$1.35K 0.02% 383
2024
Q4 		$259K Buy
731
+57
+8% +$20.5K 0.02% 336
2024
Q3 		$222K Buy
+674
New +$199K 0.02% 346

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

Kathmere Capital Management's CW Position: Q2 2026 in Review

Kathmere Capital Management increased its Curtiss-Wright (CW) stake by 13% in Q2 2026, buying an estimated $108K and bringing the position to 1,299 shares worth $984K. The position accounts for 0.05% of the portfolio, ranked #241.

Kathmere Capital Management first reported a position in CW in Q3 2024 and has held it in 8 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Kathmere Capital Management held 1,299 shares of Curtiss-Wright worth $984K as of Q2 2026.
  • Kathmere Capital Management bought 147 Curtiss-Wright shares in Q2 2026, an estimated $108K.
  • Curtiss-Wright made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #241 holding.
  • Kathmere Capital Management first reported a position in Curtiss-Wright in Q3 2024 and has held it in 8 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.