BCI
CSW

Brinker Capital Investments’s CSW Industrials CSW Stock Holding History

Brinker Capital Investments’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 		$243K Buy
873
+10
+1% +$2.77K ﹤0.01% 1728
2026
Q1 		$225K Buy
863
+90
+12% +$26.2K ﹤0.01% 1803
2025
Q4 		$227K Buy
+773
New +$206K ﹤0.01% 1954
2025
Q3 		– Sell
-2,101
Closed -$603K – 2050
2025
Q2 		$603K Buy
2,101
+35
+2% +$10.6K 0.01% 1431
2025
Q1 		$602K Buy
+2,066
New +$671K 0.01% 1326
2024
Q4 		– Sell
-622
Closed -$228K – 1840
2024
Q3 		$228K Sell
622
-158
-20% -$49.3K ﹤0.01% 1655
2024
Q2 		$207K Buy
+780
New +$193K ﹤0.01% 1629

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

Brinker Capital Investments's CSW Position: Q2 2026 in Review

Brinker Capital Investments increased its CSW Industrials (CSW) stake by 1.2% in Q2 2026, buying an estimated $2.77K and bringing the position to 873 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1728.

Brinker Capital Investments first reported a position in CSW in Q2 2024 and has held it in 7 quarters since. The position peaked at $603K in Q2 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Brinker Capital Investments held 873 shares of CSW Industrials worth $243K as of Q2 2026.
  • Brinker Capital Investments bought 10 CSW Industrials shares in Q2 2026, an estimated $2.77K.
  • CSW Industrials made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1728 holding.
  • Brinker Capital Investments first reported a position in CSW Industrials in Q2 2024 and has held it in 7 quarters since.
  • Brinker Capital Investments's CSW Industrials position peaked at $603K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.