Congress Asset Management
CSW icon

Congress Asset Management’s CSW Industrials CSW Stock Holding History

Congress Asset Management’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
Q3 		$86.9M Buy
301,580
+1,074
+0.4% +$328K 0.56% 61
2026
Q2 		$83.6M Buy
300,506
+48,158
+19% +$13.4M 0.51% 77
2026
Q1 		$65.8M Buy
252,348
+30,898
+14% +$8.98M 0.47% 85
2025
Q4 		$65M Buy
221,450
+9,811
+5% +$2.62M 0.46% 81
2025
Q3 		$51.4M Buy
211,639
+3,180
+2% +$853K 0.34% 107
2025
Q2 		$59.8M Buy
208,459
+2,588
+1% +$782K 0.41% 101
2025
Q1 		$60M Sell
205,871
-324
-0.2% -$105K 0.45% 89
2024
Q4 		$72.7M Buy
206,195
+2,544
+1% +$989K 0.49% 80
2024
Q3 		$74.6M Buy
203,651
+7,405
+4% +$2.31M 0.51% 83
2024
Q2 		$52.1M Buy
196,246
+6,949
+4% +$1.72M 0.37% 93
2024
Q1 		$44.4M Buy
189,297
+181,256
+2,254% +$40.4M 0.32% 98
2023
Q4 		$1.67M Buy
8,041
+4,385
+120% +$795K 0.01% 300
2023
Q3 		$641K Sell
3,656
-15
-0.4% -$2.65K 0.01% 329
2023
Q2 		$610K Sell
3,671
-4
-0.1% -$578 0.01% 324
2023
Q1 		$511K Buy
+3,675
New +$496K ﹤0.01% 329
2022
Q4 		– Sell
-2,028
Closed -$243K – 378
2022
Q3 		$243K Buy
+2,028
New +$248K ﹤0.01% 357

Other funds holding CSW

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Congress Asset Management's CSW Position: Q3 2026 in Review

Congress Asset Management increased its CSW Industrials (CSW) stake by 0.36% in Q3 2026, buying an estimated $328K and bringing the position to 301,580 shares worth $86.9M. The position accounts for 0.56% of the portfolio, ranked #61.

Congress Asset Management first reported a position in CSW in Q3 2022 and has held it in 16 quarters since. 27 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Congress Asset Management held 301,580 shares of CSW Industrials worth $86.9M as of Q3 2026.
  • Congress Asset Management bought 1,074 CSW Industrials shares in Q3 2026, an estimated $328K.
  • CSW Industrials made up 0.56% of Congress Asset Management's portfolio in Q3 2026, its #61 holding.
  • Congress Asset Management first reported a position in CSW Industrials in Q3 2022 and has held it in 16 quarters since.
  • 27 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.