WCA
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Waratah Capital Advisors’s Curtiss-Wright CW Stock Holding History

Waratah Capital Advisors’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 		$10.8M Buy
14,316
+1,006
+8% +$737K 0.37% 64
2026
Q1 		$9.07M Sell
13,310
-25,378
-66% -$16.9M 0.35% 53
2025
Q4 		$21.3M Buy
38,688
+27,830
+256% +$15.5M 0.72% 32
2025
Q3 		$5.9M Buy
+10,858
New +$5.35M 0.1% 111

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waratah Capital Advisors's CW Position: Q2 2026 in Review

Waratah Capital Advisors increased its Curtiss-Wright (CW) stake by 7.6% in Q2 2026, buying an estimated $737K and bringing the position to 14,316 shares worth $10.8M. The position accounts for 0.37% of the portfolio, ranked #64.

Waratah Capital Advisors first reported a position in CW in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.3M in Q4 2025. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Waratah Capital Advisors held 14,316 shares of Curtiss-Wright worth $10.8M as of Q2 2026.
  • Waratah Capital Advisors bought 1,006 Curtiss-Wright shares in Q2 2026, an estimated $737K.
  • Curtiss-Wright made up 0.37% of Waratah Capital Advisors's portfolio in Q2 2026, its #64 holding.
  • Waratah Capital Advisors first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • Waratah Capital Advisors's Curtiss-Wright position peaked at $21.3M in Q4 2025.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Waratah Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.