AI
CSW

Atria Investments’s CSW Industrials CSW Stock Holding History

Atria Investments’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 		$1.04M Buy
3,721
+52
+1% +$14.4K 0.01% 1097
2026
Q1 		$956K Buy
3,669
+291
+9% +$84.6K 0.01% 1080
2025
Q4 		$992K Buy
3,378
+955
+39% +$255K 0.01% 1067
2025
Q3 		$588K Sell
2,423
-74
-3% -$19.9K 0.01% 1338
2025
Q2 		$716K Sell
2,497
-26
-1% -$7.85K 0.01% 1224
2025
Q1 		$736K Buy
2,523
+156
+7% +$50.6K 0.01% 1135
2024
Q4 		$835K Buy
2,367
+32
+1% +$12.4K 0.01% 1072
2024
Q3 		$855K Sell
2,335
-6
-0.3% -$1.87K 0.01% 1055
2024
Q2 		$621K Buy
+2,341
New +$581K 0.01% 1196

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

Atria Investments's CSW Position: Q2 2026 in Review

Atria Investments increased its CSW Industrials (CSW) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 3,721 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1097.

Atria Investments first reported a position in CSW in Q2 2024 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Atria Investments held 3,721 shares of CSW Industrials worth $1.04M as of Q2 2026.
  • Atria Investments bought 52 CSW Industrials shares in Q2 2026, an estimated $14.4K.
  • CSW Industrials made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1097 holding.
  • Atria Investments first reported a position in CSW Industrials in Q2 2024 and has held it in 9 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.