EWA
CW icon

EP Wealth Advisors’s Curtiss-Wright CW Stock Holding History

EP Wealth 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
Q1 		$977K Sell
1,434
-3
-0.2% -$2K ﹤0.01% 650
2025
Q4 		$792K Buy
+1,437
New +$802K ﹤0.01% 688
2025
Q2 		$448K Sell
916
-48
-5% -$18.9K ﹤0.01% 824
2025
Q1 		$306K Buy
964
+13
+1% +$4.39K ﹤0.01% 902
2024
Q4 		$337K Buy
951
+43
+5% +$15.5K ﹤0.01% 822
2024
Q3 		$298K Buy
+908
New +$269K ﹤0.01% 866

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EP Wealth Advisors's CW Position: Q1 2026 in Review

EP Wealth Advisors reduced its Curtiss-Wright (CW) stake by 0.21% in Q1 2026, selling an estimated $2K and leaving 1,434 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

EP Wealth Advisors first reported a position in CW in Q3 2024 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • EP Wealth Advisors held 1,434 shares of Curtiss-Wright worth $977K as of Q1 2026.
  • EP Wealth Advisors sold 3 Curtiss-Wright shares in Q1 2026, an estimated $2K.
  • Curtiss-Wright made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #650 holding.
  • EP Wealth Advisors first reported a position in Curtiss-Wright in Q3 2024 and has held it in 6 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.