HMS Capital Management
CW icon

HMS Capital Management’s Curtiss-Wright CW Stock Holding History

HMS Capital 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 		$847K Sell
1,557
-10
-0.6% -$6.58K 0.32% 56
2026
Q2 		$1.19M Hold
1,567
– – 0.44% 48
2026
Q1 		$1.07M Buy
1,567
+62
+4% +$41.2K 0.41% 48
2025
Q4 		$830K Sell
1,505
-40
-3% -$22.3K 0.34% 55
2025
Q3 		$839K Sell
1,545
-47
-3% -$23.2K 0.35% 56
2025
Q2 		$778K Sell
1,592
-18
-1% -$7.1K 0.35% 52
2025
Q1 		$464K Sell
1,610
-10
-0.6% -$3.37K 0.26% 69
2024
Q4 		$575K Sell
1,620
-6
-0.4% -$2.16K 0.28% 64
2024
Q3 		$534K Hold
1,626
– – 0.26% 64
2024
Q2 		$441K Hold
1,626
– – 0.23% 75
2024
Q1 		$416K Buy
+1,626
New +$378K 0.23% 81

Other funds holding CW

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

HMS Capital Management's CW Position: Q3 2026 in Review

HMS Capital Management reduced its Curtiss-Wright (CW) stake by 0.64% in Q3 2026, selling an estimated $6.58K and leaving 1,557 shares worth $847K. The position accounts for 0.32% of the portfolio, ranked #56.

HMS Capital Management first reported a position in CW in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.19M in Q2 2026. 598 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • HMS Capital Management held 1,557 shares of Curtiss-Wright worth $847K as of Q3 2026.
  • HMS Capital Management sold 10 Curtiss-Wright shares in Q3 2026, an estimated $6.58K.
  • Curtiss-Wright made up 0.32% of HMS Capital Management's portfolio in Q3 2026, its #56 holding.
  • HMS Capital Management first reported a position in Curtiss-Wright in Q1 2024 and has held it in 11 quarters since.
  • HMS Capital Management's Curtiss-Wright position peaked at $1.19M in Q2 2026.
  • 598 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.