EWM
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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Empirical Wealth Management's CW Position: Q2 2026 in Review

Empirical Wealth Management increased its Curtiss-Wright (CW) stake by 43% in Q2 2026, buying an estimated $346K and bringing the position to 1,568 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #364.

Empirical Wealth Management first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Empirical Wealth Management held 1,568 shares of Curtiss-Wright worth $1.19M as of Q2 2026.
  • Empirical Wealth Management bought 472 Curtiss-Wright shares in Q2 2026, an estimated $346K.
  • Curtiss-Wright made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Empirical Wealth Management first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.