CFO
CSW

Callan Family Office’s CSW Industrials CSW Stock Holding History

Callan Family Office’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 		$558K Sell
2,006
-2,205
-52% -$612K 0.01% 779
2026
Q1 		$1.1M Buy
4,211
+1,221
+41% +$355K 0.02% 537
2025
Q4 		$878K Buy
+2,990
New +$797K 0.02% 585
2025
Q3 		– Sell
-1,299
Closed -$373K – 871
2025
Q2 		$373K Buy
+1,299
New +$392K 0.01% 698

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

Callan Family Office's CSW Position: Q2 2026 in Review

Callan Family Office reduced its CSW Industrials (CSW) stake by 52% in Q2 2026, selling an estimated $612K and leaving 2,006 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #779.

Callan Family Office first reported a position in CSW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q1 2026. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Callan Family Office held 2,006 shares of CSW Industrials worth $558K as of Q2 2026.
  • Callan Family Office sold 2,205 CSW Industrials shares in Q2 2026, an estimated $612K.
  • CSW Industrials made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #779 holding.
  • Callan Family Office first reported a position in CSW Industrials in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's CSW Industrials position peaked at $1.1M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.