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Advisornet Financial’s CSW Industrials CSW Stock Holding History

Advisornet Financial’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.1K Hold
320
– – ﹤0.01% 919
2026
Q1 		$83.4K Hold
320
– – ﹤0.01% 877
2025
Q4 		$93.9K Hold
320
– – 0.01% 840
2025
Q3 		$77.7K Buy
320
+308
+2,567% +$82.7K ﹤0.01% 875
2025
Q2 		$3.44K Buy
+12
New +$3.63K ﹤0.01% 1750
2024
Q1 		– Sell
-4
Closed -$830 – 2146
2023
Q4 		$830 Buy
4
+1
+33% +$181 ﹤0.01% 1938
2023
Q3 		$526 Hold
3
– – ﹤0.01% 1968
2023
Q2 		$499 Hold
3
– – ﹤0.01% 2052
2023
Q1 		$417 Hold
3
– – ﹤0.01% 2112
2022
Q4 		$348 Buy
+3
New +$359 ﹤0.01% 2100

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Advisornet Financial's CSW Position: Q2 2026 in Review

Advisornet Financial held its CSW Industrials (CSW) position steady in Q2 2026 at 320 shares worth $89.1K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Advisornet Financial first reported a position in CSW in Q4 2022 and has held it in 10 quarters since. The position peaked at $93.9K in Q4 2025. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Advisornet Financial held 320 shares of CSW Industrials worth $89.1K as of Q2 2026.
  • Advisornet Financial left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #919 holding.
  • Advisornet Financial first reported a position in CSW Industrials in Q4 2022 and has held it in 10 quarters since.
  • Advisornet Financial's CSW Industrials position peaked at $93.9K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.