BIA
CSW

Bell Investment Advisors’s CSW Industrials CSW Stock Holding History

Bell Investment 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 		$4.73K Hold
17
– – ﹤0.01% 1006
2026
Q1 		$4.43K Hold
17
– – ﹤0.01% 1007
2025
Q4 		$4.99K Hold
17
– – ﹤0.01% 969
2025
Q3 		$4.13K Hold
17
– – ﹤0.01% 1025
2025
Q2 		$4.88K Hold
17
– – ﹤0.01% 984
2025
Q1 		$4.96K Hold
17
– – ﹤0.01% 915
2024
Q4 		$6K Hold
17
– – ﹤0.01% 845
2024
Q3 		$6.23K Hold
17
– – ﹤0.01% 823
2024
Q2 		$4.51K Hold
17
– – ﹤0.01% 969
2024
Q1 		$3.99K Buy
17
+3
+21% +$669 ﹤0.01% 1043
2023
Q4 		$2.9K Buy
14
+2
+17% +$363 ﹤0.01% 1168
2023
Q3 		$2.1K Buy
12
+3
+33% +$531 ﹤0.01% 1255
2023
Q2 		$1.5K Sell
9
-3
-25% -$433 ﹤0.01% 1436
2023
Q1 		$1.67K Sell
12
-4
-25% -$540 ﹤0.01% 1351
2022
Q4 		$1.85K Buy
+16
New +$1.91K ﹤0.01% 1331

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

Bell Investment Advisors's CSW Position: Q2 2026 in Review

Bell Investment Advisors held its CSW Industrials (CSW) position steady in Q2 2026 at 17 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Bell Investment Advisors first reported a position in CSW in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.23K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Bell Investment Advisors held 17 shares of CSW Industrials worth $4.73K as of Q2 2026.
  • Bell Investment Advisors left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1006 holding.
  • Bell Investment Advisors first reported a position in CSW Industrials in Q4 2022 and has held it in 15 quarters since.
  • Bell Investment Advisors's CSW Industrials position peaked at $6.23K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.