CFD
CSW

Creative Financial Designs’s CSW Industrials CSW Stock Holding History

Creative Financial Designs’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 		$835 Hold
3
– – ﹤0.01% 2066
2026
Q1 		$782 Hold
3
– – ﹤0.01% 1937
2025
Q4 		$881 Hold
3
– – ﹤0.01% 1815
2025
Q3 		$728 Hold
3
– – ﹤0.01% 1870
2025
Q2 		$860 Sell
3
-2
-40% -$604 ﹤0.01% 1809
2025
Q1 		$1.46K Sell
5
-2
-29% -$649 ﹤0.01% 1720
2024
Q4 		$2.47K Buy
+7
New +$2.72K ﹤0.01% 1555

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

Creative Financial Designs's CSW Position: Q2 2026 in Review

Creative Financial Designs held its CSW Industrials (CSW) position steady in Q2 2026 at 3 shares worth $835. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Creative Financial Designs first reported a position in CSW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47K in Q4 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Creative Financial Designs held 3 shares of CSW Industrials worth $835 as of Q2 2026.
  • Creative Financial Designs left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2066 holding.
  • Creative Financial Designs first reported a position in CSW Industrials in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's CSW Industrials position peaked at $2.47K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.