CMA
CSW

Cedar Mountain Advisors’s CSW Industrials CSW Stock Holding History

Cedar Mountain 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 		$835 Hold
3
– – ﹤0.01% 970
2026
Q1 		$782 Hold
3
– – ﹤0.01% 952
2025
Q4 		$881 Buy
3
+2
+200% +$533 ﹤0.01% 536
2025
Q3 		$243 Buy
+1
New +$268 ﹤0.01% 643

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

Cedar Mountain Advisors's CSW Position: Q2 2026 in Review

Cedar Mountain Advisors held its CSW Industrials (CSW) position steady in Q2 2026 at 3 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Cedar Mountain Advisors first reported a position in CSW in Q3 2025 and has held it in 4 quarters since. The position peaked at $881 in Q4 2025. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Cedar Mountain Advisors held 3 shares of CSW Industrials worth $835 as of Q2 2026.
  • Cedar Mountain Advisors left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #970 holding.
  • Cedar Mountain Advisors first reported a position in CSW Industrials in Q3 2025 and has held it in 4 quarters since.
  • Cedar Mountain Advisors's CSW Industrials position peaked at $881 in Q4 2025.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.