Cetera Investment Advisers
CSW

Cetera Investment Advisers’s CSW Industrials CSW Stock Holding History

Cetera Investment Advisers’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 		$1.01M Sell
3,628
-1,011
-22% -$280K ﹤0.01% 3051
2026
Q1 		$1.21M Buy
4,639
+1,857
+67% +$540K ﹤0.01% 2740
2025
Q4 		$817K Sell
2,782
-343
-11% -$91.5K ﹤0.01% 3007
2025
Q3 		$759K Buy
3,125
+1,970
+171% +$529K ﹤0.01% 3032
2025
Q2 		$331K Sell
1,155
-10
-0.9% -$3.02K ﹤0.01% 3316
2025
Q1 		$340K Buy
1,165
+281
+32% +$91.2K ﹤0.01% 3161
2024
Q4 		$312K Sell
884
-10
-1% -$3.89K ﹤0.01% 3093
2024
Q3 		$328K Sell
894
-4
-0.4% -$1.25K ﹤0.01% 2989
2024
Q2 		$238K Buy
+898
New +$223K ﹤0.01% 3241

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

Cetera Investment Advisers's CSW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its CSW Industrials (CSW) stake by 22% in Q2 2026, selling an estimated $280K and leaving 3,628 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

Cetera Investment Advisers first reported a position in CSW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.21M in Q1 2026. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Cetera Investment Advisers held 3,628 shares of CSW Industrials worth $1.01M as of Q2 2026.
  • Cetera Investment Advisers sold 1,011 CSW Industrials shares in Q2 2026, an estimated $280K.
  • CSW Industrials made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3051 holding.
  • Cetera Investment Advisers first reported a position in CSW Industrials in Q2 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's CSW Industrials position peaked at $1.21M in Q1 2026.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.