Cambridge Investment Research Advisors
CSW

Cambridge Investment Research Advisors’s CSW Industrials CSW Stock Holding History

Cambridge Investment Research 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 		$640K Buy
2,301
+145
+7% +$40.2K ﹤0.01% 2728
2026
Q1 		$562K Sell
2,156
-259
-11% -$75.3K ﹤0.01% 2679
2025
Q4 		$709K Buy
2,415
+351
+17% +$93.6K ﹤0.01% 2407
2025
Q3 		$501K Buy
2,064
+216
+12% +$58K ﹤0.01% 2682
2025
Q2 		$530K Buy
1,848
+269
+17% +$81.3K ﹤0.01% 2494
2025
Q1 		$460K Sell
1,579
-583
-27% -$189K ﹤0.01% 2527
2024
Q4 		$763K Buy
2,162
+199
+10% +$77.4K ﹤0.01% 2082
2024
Q3 		$719K Buy
1,963
+334
+21% +$104K ﹤0.01% 2118
2024
Q2 		$432K Buy
1,629
+36
+2% +$8.93K ﹤0.01% 2413
2024
Q1 		$374K Sell
1,593
-2
-0.1% -$446 ﹤0.01% 2527
2023
Q4 		$331K Sell
1,595
-80
-5% -$14.5K ﹤0.01% 2517
2023
Q3 		$293K Buy
1,675
+31
+2% +$5.49K ﹤0.01% 2510
2023
Q2 		$273K Hold
1,644
– – ﹤0.01% 2614
2023
Q1 		$228K Buy
+1,644
New +$222K ﹤0.01% 2717
2021
Q4 		– Sell
-1,659
Closed -$212K – 3194
2021
Q3 		$212K Buy
+1,659
New +$207K ﹤0.01% 2764
2021
Q2 		– Sell
-1,648
Closed -$222K – 3105
2021
Q1 		$222K Buy
+1,648
New +$209K ﹤0.01% 2530
2016
Q4 		– Sell
-29,355
Closed -$951K – 1735
2016
Q3 		$951K Buy
29,355
+11,197
+62% +$368K 0.02% 705
2016
Q2 		$592K Buy
18,158
+800
+5% +$26.1K 0.01% 860
2016
Q1 		$547K Buy
+17,358
New +$557K 0.01% 846

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

Cambridge Investment Research Advisors's CSW Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its CSW Industrials (CSW) stake by 6.7% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,301 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

Cambridge Investment Research Advisors first reported a position in CSW in Q1 2016 and has held it in 19 quarters since. The position peaked at $951K in Q3 2016. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,301 shares of CSW Industrials worth $640K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 145 CSW Industrials shares in Q2 2026, an estimated $40.2K.
  • CSW Industrials made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2728 holding.
  • Cambridge Investment Research Advisors first reported a position in CSW Industrials in Q1 2016 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's CSW Industrials position peaked at $951K in Q3 2016.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.