BPA
CSW

Beacon Pointe Advisors’s CSW Industrials CSW Stock Holding History

Beacon Pointe Advisors’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 		$1.9M Sell
6,823
-6,679
-49% -$1.85M 0.01% 788
2026
Q1 		$3.52M Buy
13,502
+991
+8% +$288K 0.02% 569
2025
Q4 		$3.67M Sell
12,511
-311
-2% -$82.9K 0.03% 468
2025
Q3 		$3.11M Buy
12,822
+38
+0.3% +$10.2K 0.03% 453
2025
Q2 		$3.67M Sell
12,784
-165
-1% -$49.8K 0.04% 370
2025
Q1 		$3.77M Sell
12,949
-145
-1% -$47.1K 0.04% 348
2024
Q4 		$4.62M Buy
13,094
+12,505
+2,123% +$4.86M 0.05% 300
2024
Q3 		$216K Sell
589
-594
-50% -$185K ﹤0.01% 1141
2024
Q2 		$314K Sell
1,183
-11,751
-91% -$2.91M ﹤0.01% 1035
2024
Q1 		$3.03M Hold
12,934
– – 0.03% 400
2023
Q4 		$2.68M Buy
+12,934
New +$2.35M 0.03% 413

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

Beacon Pointe Advisors's CSW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its CSW Industrials (CSW) stake by 49% in Q2 2026, selling an estimated $1.85M and leaving 6,823 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #788.

Beacon Pointe Advisors first reported a position in CSW in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.62M in Q4 2024. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Beacon Pointe Advisors held 6,823 shares of CSW Industrials worth $1.9M as of Q2 2026.
  • Beacon Pointe Advisors sold 6,679 CSW Industrials shares in Q2 2026, an estimated $1.85M.
  • CSW Industrials made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #788 holding.
  • Beacon Pointe Advisors first reported a position in CSW Industrials in Q4 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's CSW Industrials position peaked at $4.62M in Q4 2024.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.