AWM
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Apollon Wealth Management’s Capital Southwest CSWC Stock Holding History

Apollon Wealth Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$539K Sell
22,681
-1,967
-8% -$46K 0.01% 977
2026
Q1 		$545K Sell
24,648
-20
-0.1% -$453 0.01% 824
2025
Q4 		$546K Buy
24,668
+117
+0.5% +$2.47K 0.01% 803
2025
Q3 		$537K Buy
24,551
+754
+3% +$17.2K 0.01% 802
2025
Q2 		$524K Buy
23,797
+2,299
+11% +$47.3K 0.01% 787
2025
Q1 		$480K Buy
21,498
+817
+4% +$18.4K 0.01% 771
2024
Q4 		$451K Buy
20,681
+127
+0.6% +$2.99K 0.01% 793
2024
Q3 		$520K Buy
20,554
+44
+0.2% +$1.11K 0.01% 707
2024
Q2 		$535K Buy
20,510
+37
+0.2% +$950 0.02% 655
2024
Q1 		$511K Buy
20,473
+44
+0.2% +$1.07K 0.02% 692
2023
Q4 		$484K Buy
20,429
+1,139
+6% +$25.4K 0.02% 666
2023
Q3 		$442K Buy
19,290
+311
+2% +$6.74K 0.02% 579
2023
Q2 		$374K Buy
+18,979
New +$350K 0.02% 681

Other funds holding CSWC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Apollon Wealth Management's CSWC Position: Q2 2026 in Review

Apollon Wealth Management reduced its Capital Southwest (CSWC) stake by 8% in Q2 2026, selling an estimated $46K and leaving 22,681 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #977.

Apollon Wealth Management first reported a position in CSWC in Q2 2023 and has held it in 13 quarters since. The position peaked at $546K in Q4 2025. 77 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Apollon Wealth Management held 22,681 shares of Capital Southwest worth $539K as of Q2 2026.
  • Apollon Wealth Management sold 1,967 Capital Southwest shares in Q2 2026, an estimated $46K.
  • Capital Southwest made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #977 holding.
  • Apollon Wealth Management first reported a position in Capital Southwest in Q2 2023 and has held it in 13 quarters since.
  • Apollon Wealth Management's Capital Southwest position peaked at $546K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.