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Plato Investment Management’s Curtiss-Wright CW Stock Holding History

Plato Investment 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 		$1.43M Buy
1,896
+1,213
+178% +$889K 0.08% 221
2026
Q1 		$465K Buy
+683
New +$454K 0.03% 352
2025
Q1 		– Sell
-434
Closed -$155K – 549
2024
Q4 		$155K Buy
+434
New +$156K 0.01% 427

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

Plato Investment Management's CW Position: Q2 2026 in Review

Plato Investment Management increased its Curtiss-Wright (CW) stake by 178% in Q2 2026, buying an estimated $889K and bringing the position to 1,896 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #221.

Plato Investment Management first reported a position in CW in Q4 2024 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Plato Investment Management held 1,896 shares of Curtiss-Wright worth $1.43M as of Q2 2026.
  • Plato Investment Management bought 1,213 Curtiss-Wright shares in Q2 2026, an estimated $889K.
  • Curtiss-Wright made up 0.08% of Plato Investment Management's portfolio in Q2 2026, its #221 holding.
  • Plato Investment Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.