West Oak Capital’s Curtiss-Wright CW Stock Holding History

West Oak Capital’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
2025 Q3	$54.3K	Hold	100	–	–	0.02%	161
2025 Q2	$48.9K	Buy	+100	New	+$39.5K	0.02%	167

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

West Oak Capital's CW Position: Q3 2025 in Review

West Oak Capital held its Curtiss-Wright (CW) position steady in Q3 2025 at 100 shares worth $54.3K. The position accounts for 0.02% of the portfolio, ranked #161.

West Oak Capital first reported a position in CW in Q2 2025 and has held it in 2 quarters since. 790 funds tracked by Wall St. Rank hold CW as of Q3 2025.

West Oak Capital held 100 shares of Curtiss-Wright worth $54.3K as of Q3 2025.
West Oak Capital left its Curtiss-Wright share count unchanged in Q3 2025.
Curtiss-Wright made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #161 holding.
West Oak Capital first reported a position in Curtiss-Wright in Q2 2025 and has held it in 2 quarters since.
790 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.