BHWM
CSW

Bay Harbor Wealth Management’s CSW Industrials CSW Stock Holding History

Bay Harbor 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 		$557 Buy
2
+1
+100% +$277 ﹤0.01% 1042
2026
Q1 		$260 Buy
+1
New +$291 ﹤0.01% 1117

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

Bay Harbor Wealth Management's CSW Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its CSW Industrials (CSW) stake by 100% in Q2 2026, buying an estimated $277 and bringing the position to 2 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Bay Harbor Wealth Management first reported a position in CSW in Q1 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of CSW Industrials worth $557 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 CSW Industrials share in Q2 2026, an estimated $277.
  • CSW Industrials made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1042 holding.
  • Bay Harbor Wealth Management first reported a position in CSW Industrials in Q1 2026 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.