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

Orion 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 		$203K Hold
268
– – 0.06% 152
2026
Q1 		$183K Buy
268
+10
+4% +$6.65K 0.06% 156
2025
Q4 		$142K Hold
258
– – 0.05% 171
2025
Q3 		$140K Buy
258
+10
+4% +$4.93K 0.05% 166
2025
Q2 		$121K Hold
248
– – 0.05% 162
2025
Q1 		$78.7K Hold
248
– – 0.03% 198
2024
Q4 		$88K Buy
+248
New +$89.3K 0.04% 181
2024
Q3 		– Sell
-248
Closed -$67.2K – 216
2024
Q2 		$67.2K Hold
248
– – 0.04% 193
2024
Q1 		$63.5K Hold
248
– – 0.03% 215
2023
Q4 		$55.3K Hold
248
– – 0.03% 230
2023
Q3 		$48.5K Buy
+248
New +$49.1K 0.03% 231
2023
Q2 		– Sell
-248
Closed -$43.7K – 214
2023
Q1 		$43.7K Buy
+248
New +$42K 0.03% 240

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

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

Orion Capital Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 268 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #152.

Orion Capital Management first reported a position in CW in Q1 2023 and has held it in 12 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Orion Capital Management held 268 shares of Curtiss-Wright worth $203K as of Q2 2026.
  • Orion Capital Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.06% of Orion Capital Management's portfolio in Q2 2026, its #152 holding.
  • Orion Capital Management first reported a position in Curtiss-Wright in Q1 2023 and has held it in 12 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.