Position in CW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$608,240
+$58,073 QoQ
Shares Held
893
-10.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $23,699,356 across 14 Aerospace & Defense names. CW ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
34,583 | $6,883,054 | |
| 2 | GE |
General Electric Co
|
14,712 | $4,174,824 | |
| 3 | RTX |
RTX Corp
|
20,590 | $3,971,811 | |
| 4 | LMT |
Lockheed Martin Corp
|
5,967 | $3,606,395 | |
| 5 | NOC |
Northrop Grumman Corp /De/
|
2,038 | $1,390,405 | |
| 6 | RKLB |
Rocket Lab Corp
|
17,693 | $1,136,244 | |
| 7 | GD |
General Dynamics Corp
|
2,205 | $756,800 | |
| 8 | CW |
Curtiss Wright Corp
This page
|
893 | $608,240 |
All Filings in CW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $608,240 | 893 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $550,167 | 998 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $593,433 | 1,093 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $567,695 | 1,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $383,579 | 1,209 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $457,782 | 1,290 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $429,597 | 1,307 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $342,247 | 1,263 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $323,252 | 1,263 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $279,601 | 1,255 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $241,994 | 1,237 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $229,942 | 1,252 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $218,033 | 1,237 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $208,069 | 1,246 | Shares | Sole | 2023-02-16 | |
| 2021-12-31 | $289,958 | 2,091 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $263,968 | 2,092 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $247,970 | 2,088 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $236,014 | 1,990 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||