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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
Q2 		$1.53M Buy
2,025
+591
+41% +$433K 0.01% 647
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

EP Wealth Advisors's CW Position: Q2 2026 in Review

EP Wealth Advisors increased its Curtiss-Wright (CW) stake by 41% in Q2 2026, buying an estimated $433K and bringing the position to 2,025 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #647.

EP Wealth Advisors first reported a position in CW in Q3 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • EP Wealth Advisors held 2,025 shares of Curtiss-Wright worth $1.53M as of Q2 2026.
  • EP Wealth Advisors bought 591 Curtiss-Wright shares in Q2 2026, an estimated $433K.
  • Curtiss-Wright made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #647 holding.
  • EP Wealth Advisors first reported a position in Curtiss-Wright in Q3 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.