AWM
CSW

Avior Wealth Management’s CSW Industrials CSW Stock Holding History

Avior Wealth Management’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 		– Sell
-2,502
Closed -$652K – 818
2026
Q1 		$652K Sell
2,502
-248
-9% -$72.1K 0.02% 460
2025
Q4 		$807K Sell
2,750
-526
-16% -$140K 0.03% 346
2025
Q3 		$795K Buy
3,276
+920
+39% +$247K 0.03% 346
2025
Q2 		$676K Sell
2,356
-3
-0.1% -$906 0.02% 366
2025
Q1 		$688K Buy
2,359
+639
+37% +$207K 0.03% 337
2024
Q4 		$607K Sell
1,720
-98
-5% -$38.1K 0.02% 395
2024
Q3 		$666K Buy
1,818
+12
+0.7% +$3.75K 0.03% 386
2024
Q2 		$479K Buy
1,806
+1,797
+19,967% +$446K 0.02% 444
2024
Q1 		$2.11K Buy
+9
New +$2.01K ﹤0.01% 2263

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

Avior Wealth Management's CSW Position: Q2 2026 in Review

Avior Wealth Management sold out of CSW Industrials (CSW) in Q2 2026, closing a stake of 2,502 shares — an estimated $652K sold.

Avior Wealth Management first reported a position in CSW in Q1 2024 and held it in 9 quarters. The position peaked at $807K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Avior Wealth Management reported no remaining CSW Industrials position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 2,502 CSW Industrials shares in Q2 2026, an estimated $652K.
  • Avior Wealth Management first reported a position in CSW Industrials in Q1 2024 and held it in 9 quarters.
  • Avior Wealth Management's CSW Industrials position peaked at $807K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.