CA
CSW

Clearstead Advisors’s CSW Industrials CSW Stock Holding History

Clearstead 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 		$836 Buy
+3
New +$832 ﹤0.01% 2755
2026
Q1 		– Sell
-13
Closed -$3.82K – 2387
2025
Q4 		$3.82K Hold
13
– – ﹤0.01% 2069
2025
Q3 		$3.16K Hold
13
– – ﹤0.01% 2322
2025
Q2 		$3.73K Sell
13
-7
-35% -$2.11K ﹤0.01% 2188
2025
Q1 		$5.83K Buy
+20
New +$6.49K ﹤0.01% 1719

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

Clearstead Advisors's CSW Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CSW Industrials (CSW) in Q2 2026: 3 shares worth $836. The stake represents ﹤0.01% of the portfolio and ranks #2755 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CSW as recently as Q4 2025.

Clearstead Advisors first reported a position in CSW in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.83K in Q1 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Clearstead Advisors held 3 shares of CSW Industrials worth $836 as of Q2 2026.
  • CSW Industrials was a new Clearstead Advisors position in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2755 holding.
  • Clearstead Advisors first reported a position in CSW Industrials in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's CSW Industrials position peaked at $5.83K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.