CAL
CSW

Capital Advisors Ltd’s CSW Industrials CSW Stock Holding History

Capital Advisors Ltd’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 		$7K Hold
26
– – ﹤0.01% 905
2026
Q1 		$7K Hold
26
– – ﹤0.01% 891
2025
Q4 		$8K Buy
+26
New +$6.93K ﹤0.01% 854

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

Capital Advisors Ltd's CSW Position: Q2 2026 in Review

Capital Advisors Ltd held its CSW Industrials (CSW) position steady in Q2 2026 at 26 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Capital Advisors Ltd first reported a position in CSW in Q4 2025 and has held it in 3 quarters since. The position peaked at $8K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Capital Advisors Ltd held 26 shares of CSW Industrials worth $7K as of Q2 2026.
  • Capital Advisors Ltd left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #905 holding.
  • Capital Advisors Ltd first reported a position in CSW Industrials in Q4 2025 and has held it in 3 quarters since.
  • Capital Advisors Ltd's CSW Industrials position peaked at $8K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.