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Optas LLC’s Curtiss-Wright CW Stock Holding History

Optas LLC’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 		$518K Sell
683
-10
-1% -$7.33K 0.07% 175
2026
Q1 		$472K Buy
693
+2
+0.3% +$1.33K 0.07% 177
2025
Q4 		$381K Buy
691
+299
+76% +$167K 0.06% 228
2025
Q3 		$213K Sell
392
-266
-40% -$131K 0.04% 353
2025
Q2 		$321K Buy
+658
New +$260K 0.06% 210

Other funds holding CW

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $442M AUM 52.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

Optas LLC's CW Position: Q2 2026 in Review

Optas LLC reduced its Curtiss-Wright (CW) stake by 1.4% in Q2 2026, selling an estimated $7.33K and leaving 683 shares worth $518K. The position accounts for 0.07% of the portfolio, ranked #175.

Optas LLC first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 209 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Optas LLC held 683 shares of Curtiss-Wright worth $518K as of Q2 2026.
  • Optas LLC sold 10 Curtiss-Wright shares in Q2 2026, an estimated $7.33K.
  • Curtiss-Wright made up 0.07% of Optas LLC's portfolio in Q2 2026, its #175 holding.
  • Optas LLC first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 209 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.