AssetMark Inc
CSW

AssetMark Inc’s CSW Industrials CSW Stock Holding History

AssetMark Inc’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 		$74.9K Buy
269
+43
+19% +$11.9K ﹤0.01% 1707
2026
Q1 		$58.9K Sell
226
-61
-21% -$17.7K ﹤0.01% 1698
2025
Q4 		$84.2K Buy
287
+155
+117% +$41.3K ﹤0.01% 1558
2025
Q3 		$32K Sell
132
-1,646
-93% -$442K ﹤0.01% 1792
2025
Q2 		$510K Sell
1,778
-49
-3% -$14.8K ﹤0.01% 1045
2025
Q1 		$533K Buy
1,827
+1,803
+7,513% +$585K ﹤0.01% 971
2024
Q4 		$8.47K Buy
+24
New +$9.33K ﹤0.01% 1826

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 $3.37T AUM 44.26% 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

AssetMark Inc's CSW Position: Q2 2026 in Review

AssetMark Inc increased its CSW Industrials (CSW) stake by 19% in Q2 2026, buying an estimated $11.9K and bringing the position to 269 shares worth $74.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

AssetMark Inc first reported a position in CSW in Q4 2024 and has held it in 7 quarters since. The position peaked at $533K in Q1 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • AssetMark Inc held 269 shares of CSW Industrials worth $74.9K as of Q2 2026.
  • AssetMark Inc bought 43 CSW Industrials shares in Q2 2026, an estimated $11.9K.
  • CSW Industrials made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1707 holding.
  • AssetMark Inc first reported a position in CSW Industrials in Q4 2024 and has held it in 7 quarters since.
  • AssetMark Inc's CSW Industrials position peaked at $533K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.