CAPTRUST Financial Advisors
CSW

CAPTRUST Financial Advisors’s CSW Industrials CSW Stock Holding History

CAPTRUST Financial 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 		$1.95M Buy
6,990
+4,928
+239% +$1.37M ﹤0.01% 1320
2026
Q1 		$537K Buy
2,062
+25
+1% +$7.27K ﹤0.01% 1988
2025
Q4 		$598K Buy
2,037
+1,071
+111% +$286K ﹤0.01% 1790
2025
Q3 		$234K Buy
966
+151
+19% +$40.5K ﹤0.01% 2326
2025
Q2 		$234K Hold
815
– – ﹤0.01% 2200
2025
Q1 		$238K Sell
815
-338
-29% -$110K ﹤0.01% 2084
2024
Q4 		$407K Buy
1,153
+56
+5% +$21.8K ﹤0.01% 1723
2024
Q3 		$402K Buy
1,097
+113
+11% +$35.3K ﹤0.01% 1706
2024
Q2 		$261K Buy
984
+42
+4% +$10.4K ﹤0.01% 1891
2024
Q1 		$221K Buy
+942
New +$210K ﹤0.01% 1948
2022
Q3 		– Sell
-115
Closed -$12K – 2492
2022
Q2 		$12K Sell
115
-233
-67% -$24.8K ﹤0.01% 3643
2022
Q1 		$41K Hold
348
– – ﹤0.01% 2927
2021
Q4 		$42K Sell
348
-96
-22% -$12.5K ﹤0.01% 2788
2021
Q3 		$57K Hold
444
– – ﹤0.01% 2488
2021
Q2 		$53K Sell
444
-964
-68% -$123K ﹤0.01% 2478
2021
Q1 		$190K Sell
1,408
-267
-16% -$33.9K ﹤0.01% 1515
2020
Q4 		$187K Buy
1,675
+120
+8% +$12K ﹤0.01% 1215
2020
Q3 		$121K Hold
1,555
– – ﹤0.01% 1259
2020
Q2 		$106K Sell
1,555
-265
-15% -$17.9K ﹤0.01% 1322
2020
Q1 		$108K Buy
+1,820
New +$132K ﹤0.01% 1089

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

CAPTRUST Financial Advisors's CSW Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its CSW Industrials (CSW) stake by 239% in Q2 2026, buying an estimated $1.37M and bringing the position to 6,990 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

CAPTRUST Financial Advisors first reported a position in CSW in Q1 2020 and has held it in 20 quarters since. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • CAPTRUST Financial Advisors held 6,990 shares of CSW Industrials worth $1.95M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 4,928 CSW Industrials shares in Q2 2026, an estimated $1.37M.
  • CSW Industrials made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1320 holding.
  • CAPTRUST Financial Advisors first reported a position in CSW Industrials in Q1 2020 and has held it in 20 quarters since.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.