CPG
CSW

Cornerstone Planning Group’s CSW Industrials CSW Stock Holding History

Cornerstone Planning Group’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 		– Sell
-4
Closed -$1.1K – 1887
2026
Q1 		$1.1K Hold
4
– – ﹤0.01% 1436
2025
Q4 		$1.2K Buy
+4
New +$1.07K ﹤0.01% 1304

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

Cornerstone Planning Group's CSW Position: Q2 2026 in Review

Cornerstone Planning Group sold out of CSW Industrials (CSW) in Q2 2026, closing a stake of 4 shares — an estimated $1.1K sold.

Cornerstone Planning Group first reported a position in CSW in Q4 2025 and held it in 2 quarters. The position peaked at $1.2K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Cornerstone Planning Group reported no remaining CSW Industrials position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 CSW Industrials shares in Q2 2026, an estimated $1.1K.
  • Cornerstone Planning Group first reported a position in CSW Industrials in Q4 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's CSW Industrials position peaked at $1.2K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.