BTI
CSW

Blue Trust Inc’s CSW Industrials CSW Stock Holding History

Blue Trust Inc’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 		$44.8K Hold
161
– – ﹤0.01% 1385
2026
Q1 		$42K Sell
161
-33
-17% -$9.59K ﹤0.01% 1400
2025
Q4 		$56.9K Hold
194
– – ﹤0.01% 1309
2025
Q3 		$47.1K Hold
194
– – ﹤0.01% 1436
2025
Q2 		$55.6K Buy
194
+50
+35% +$15.1K ﹤0.01% 1416
2025
Q1 		$42K Buy
144
+8
+6% +$2.6K ﹤0.01% 1444
2024
Q4 		$48K Sell
136
-152
-53% -$59.1K ﹤0.01% 1320
2024
Q3 		$76.4K Buy
288
+277
+2,518% +$86.5K ﹤0.01% 1367
2024
Q2 		$2.58K Buy
+11
New +$2.73K ﹤0.01% 2384
2024
Q1 		– Sell
-2
Closed – – 2291
2023
Q4 		$0 Buy
+2
New +$363 ﹤0.01% 2524

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

Blue Trust Inc's CSW Position: Q2 2026 in Review

Blue Trust Inc held its CSW Industrials (CSW) position steady in Q2 2026 at 161 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Blue Trust Inc first reported a position in CSW in Q4 2023 and has held it in 10 quarters since. The position peaked at $76.4K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Blue Trust Inc held 161 shares of CSW Industrials worth $44.8K as of Q2 2026.
  • Blue Trust Inc left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1385 holding.
  • Blue Trust Inc first reported a position in CSW Industrials in Q4 2023 and has held it in 10 quarters since.
  • Blue Trust Inc's CSW Industrials position peaked at $76.4K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.