C
CSW

Covestor’s CSW Industrials CSW Stock Holding History

Covestor’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 		$15K Sell
55
-235
-81% -$65.2K 0.01% 1294
2026
Q1 		$76K Sell
290
-478
-62% -$139K 0.05% 426
2025
Q4 		$226K Buy
768
+16
+2% +$4.27K 0.12% 178
2025
Q3 		$183K Buy
752
+199
+36% +$53.4K 0.1% 253
2025
Q2 		$159K Buy
553
+110
+25% +$33.2K 0.09% 286
2025
Q1 		$129K Buy
443
+199
+82% +$64.6K 0.09% 342
2024
Q4 		$86K Sell
244
-19
-7% -$7.39K 0.05% 607
2024
Q3 		$96K Buy
263
+39
+17% +$12.2K 0.06% 535
2024
Q2 		$60K Sell
224
-142
-39% -$35.2K 0.04% 772
2024
Q1 		$86K Sell
366
-44
-11% -$9.81K 0.05% 628
2023
Q4 		$85K Sell
410
-125
-23% -$22.7K 0.06% 591
2023
Q3 		$94K Buy
535
+9
+2% +$1.59K 0.07% 451
2023
Q2 		$87K Buy
526
+524
+26,200% +$75.7K 0.07% 520
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2099
2022
Q4 		$0 Hold
2
– – ﹤0.01% 2133
2022
Q3 		$0 Sell
2
-1
-33% -$122 ﹤0.01% 2074
2022
Q2 		$0 Sell
3
-4
-57% -$426 ﹤0.01% 1984
2022
Q1 		$1K Sell
7
-2
-22% -$235 ﹤0.01% 1768
2021
Q4 		$1K Buy
+9
New +$1.17K ﹤0.01% 1699

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

Covestor's CSW Position: Q2 2026 in Review

Covestor reduced its CSW Industrials (CSW) stake by 81% in Q2 2026, selling an estimated $65.2K and leaving 55 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #1294.

Covestor first reported a position in CSW in Q4 2021 and has held it in 19 quarters since. The position peaked at $226K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Covestor held 55 shares of CSW Industrials worth $15K as of Q2 2026.
  • Covestor sold 235 CSW Industrials shares in Q2 2026, an estimated $65.2K.
  • CSW Industrials made up 0.01% of Covestor's portfolio in Q2 2026, its #1294 holding.
  • Covestor first reported a position in CSW Industrials in Q4 2021 and has held it in 19 quarters since.
  • Covestor's CSW Industrials position peaked at $226K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.