Optima Capital’s Curtiss-Wright CW Stock Holding History

Optima Capital’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	-4	Closed	-$2.21K	–	417
2025 Q4	$2.21K	Buy	+4	New	+$2.23K	﹤0.01%	750

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Optima Capital's CW Position: Q1 2026 in Review

Optima Capital sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 4 shares — an estimated $2.21K sold.

Optima Capital first reported a position in CW in Q4 2025 and held it in 1 quarter. The position peaked at $2.21K in Q4 2025. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Optima Capital reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 4 Curtiss-Wright shares in Q1 2026, an estimated $2.21K.
Optima Capital first reported a position in Curtiss-Wright in Q4 2025 and held it in 1 quarter.
Optima Capital's Curtiss-Wright position peaked at $2.21K in Q4 2025.
905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.