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Ritholtz Wealth Management’s CPI Aerostructures CVU Stock Holding History

Ritholtz Wealth Management’s Portfolio CVU Stock Details CVU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-26,779
Closed -$93.7K – 1059
2025
Q2 		$93.7K Sell
26,779
-79
-0.3% -$255 ﹤0.01% 961
2025
Q1 		$93.2K Buy
+26,858
New +$114K ﹤0.01% 907

Other funds holding CVU

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NSEDCP
NJ State Employees Deferred Compensation Plan Trenton, New Jersey $906M AUM 24.85% 1-Year Est. Return
FCM
Fortis Capital Management Bellevue, Washington $977M AUM 17.17% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ritholtz Wealth Management's CVU Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of CPI Aerostructures (CVU) in Q3 2025, closing a stake of 26,779 shares — an estimated $93.7K sold.

Ritholtz Wealth Management first reported a position in CVU in Q1 2025 and held it in 2 quarters. The position peaked at $93.7K in Q2 2025. 30 funds tracked by Wall St. Rank hold CVU as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining CPI Aerostructures position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 26,779 CPI Aerostructures shares in Q3 2025, an estimated $93.7K.
  • Ritholtz Wealth Management first reported a position in CPI Aerostructures in Q1 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's CPI Aerostructures position peaked at $93.7K in Q2 2025.
  • 30 funds tracked by Wall St. Rank held CPI Aerostructures as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.