CSC
CSW

Caldwell Sutter Capital’s CSW Industrials CSW Stock Holding History

Caldwell Sutter Capital’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 		$550K Sell
1,978
-100
-5% -$27.7K 0.21% 117
2026
Q1 		$541K Hold
2,078
– – 0.22% 113
2025
Q4 		$610K Sell
2,078
-934
-31% -$249K 0.26% 99
2025
Q3 		$731K Hold
3,012
– – 0.31% 86
2025
Q2 		$864K Sell
3,012
-300
-9% -$90.6K 0.4% 67
2025
Q1 		$966K Hold
3,312
– – 0.46% 57
2024
Q4 		$1.17M Sell
3,312
-200
-6% -$77.8K 0.54% 47
2024
Q3 		$1.29M Sell
3,512
-4,852
-58% -$1.51M 0.6% 45
2024
Q2 		$2.22M Sell
8,364
-300
-3% -$74.4K 1.1% 13
2024
Q1 		$2.03M Hold
8,664
– – 0.98% 18
2023
Q4 		$1.8M Hold
8,664
– – 0.91% 20
2023
Q3 		$1.52M Sell
8,664
-500
-5% -$88.5K 0.84% 27
2023
Q2 		$1.52M Hold
9,164
– – 0.8% 28
2023
Q1 		$1.27M Buy
9,164
+628
+7% +$84.8K 0.93% 26
2022
Q4 		$990K Buy
+8,536
New +$1.02M 0.87% 33

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

Caldwell Sutter Capital's CSW Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its CSW Industrials (CSW) stake by 4.8% in Q2 2026, selling an estimated $27.7K and leaving 1,978 shares worth $550K. The position accounts for 0.21% of the portfolio, ranked #117.

Caldwell Sutter Capital first reported a position in CSW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q2 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Caldwell Sutter Capital held 1,978 shares of CSW Industrials worth $550K as of Q2 2026.
  • Caldwell Sutter Capital sold 100 CSW Industrials shares in Q2 2026, an estimated $27.7K.
  • CSW Industrials made up 0.21% of Caldwell Sutter Capital's portfolio in Q2 2026, its #117 holding.
  • Caldwell Sutter Capital first reported a position in CSW Industrials in Q4 2022 and has held it in 15 quarters since.
  • Caldwell Sutter Capital's CSW Industrials position peaked at $2.22M in Q2 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.