Empirical Wealth Management
CW icon

Empirical Wealth Management’s Curtiss-Wright CW Stock Holding History

Empirical Wealth 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
Q3 		$456K Sell
839
-729
-46% -$480K 0.01% 799
2026
Q2 		$1.19M Buy
1,568
+472
+43% +$346K 0.02% 364
2026
Q1 		$747K Sell
1,096
-354
-24% -$235K 0.01% 421
2025
Q4 		$799K Sell
1,450
-18
-1% -$10K 0.01% 375
2025
Q3 		$797K Buy
+1,468
New +$723K 0.02% 361

Other funds holding CW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Empirical Wealth Management's CW Position: Q3 2026 in Review

Empirical Wealth Management reduced its Curtiss-Wright (CW) stake by 46% in Q3 2026, selling an estimated $480K and leaving 839 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #799.

Empirical Wealth Management first reported a position in CW in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2026. 706 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • Empirical Wealth Management held 839 shares of Curtiss-Wright worth $456K as of Q3 2026.
  • Empirical Wealth Management sold 729 Curtiss-Wright shares in Q3 2026, an estimated $480K.
  • Curtiss-Wright made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #799 holding.
  • Empirical Wealth Management first reported a position in Curtiss-Wright in Q3 2025 and has held it in 5 quarters since.
  • Empirical Wealth Management's Curtiss-Wright position peaked at $1.19M in Q2 2026.
  • 706 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.