Corient Private Wealth
CSW

Corient Private Wealth’s CSW Industrials CSW Stock Holding History

Corient Private Wealth’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 		$1.9M Sell
6,823
-705
-9% -$196K ﹤0.01% 1428
2026
Q1 		$1.96M Sell
7,528
-1,313
-15% -$382K ﹤0.01% 1278
2025
Q4 		$2.62M Sell
8,841
-1,879
-18% -$501K ﹤0.01% 1024
2025
Q3 		$2.6M Buy
10,720
+1,176
+12% +$316K ﹤0.01% 953
2025
Q2 		$2.74M Sell
9,544
-240
-2% -$72.5K ﹤0.01% 908
2025
Q1 		$2.85M Buy
9,784
+1,125
+13% +$365K ﹤0.01% 855
2024
Q4 		$3.05M Sell
8,659
-434
-5% -$169K 0.01% 849
2024
Q3 		$3.33M Buy
9,093
+240
+3% +$74.9K 0.01% 888
2024
Q2 		$2.35M Buy
8,853
+3,014
+52% +$748K ﹤0.01% 963
2024
Q1 		$1.37M Sell
5,839
-270
-4% -$60.2K ﹤0.01% 1203
2023
Q4 		$1.27M Buy
+6,109
New +$1.11M ﹤0.01% 1195
2023
Q3 		– Sell
-1,347
Closed -$224K – 2163
2023
Q2 		$224K Buy
+1,347
New +$195K ﹤0.01% 1822

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

Corient Private Wealth's CSW Position: Q2 2026 in Review

Corient Private Wealth reduced its CSW Industrials (CSW) stake by 9.4% in Q2 2026, selling an estimated $196K and leaving 6,823 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1428.

Corient Private Wealth first reported a position in CSW in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Corient Private Wealth held 6,823 shares of CSW Industrials worth $1.9M as of Q2 2026.
  • Corient Private Wealth sold 705 CSW Industrials shares in Q2 2026, an estimated $196K.
  • CSW Industrials made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1428 holding.
  • Corient Private Wealth first reported a position in CSW Industrials in Q2 2023 and has held it in 12 quarters since.
  • Corient Private Wealth's CSW Industrials position peaked at $3.33M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.