Creative Planning
CSW

Creative Planning’s CSW Industrials CSW Stock Holding History

Creative Planning’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 		$11M Sell
39,563
-3,500
-8% -$971K 0.01% 827
2026
Q1 		$11.2M Buy
43,063
+29,835
+226% +$8.67M 0.01% 645
2025
Q4 		$3.88M Buy
13,228
+7,086
+115% +$1.89M ﹤0.01% 1187
2025
Q3 		$1.49M Sell
6,142
-1,973
-24% -$529K ﹤0.01% 1769
2025
Q2 		$2.33M Sell
8,115
-201
-2% -$60.7K ﹤0.01% 1215
2025
Q1 		$2.42M Buy
8,316
+48
+0.6% +$15.6K ﹤0.01% 1061
2024
Q4 		$2.92M Buy
8,268
+881
+12% +$343K ﹤0.01% 915
2024
Q3 		$2.71M Buy
7,387
+2,041
+38% +$637K ﹤0.01% 912
2024
Q2 		$1.42M Buy
5,346
+1,729
+48% +$429K ﹤0.01% 1175
2024
Q1 		$849K Buy
3,617
+1,629
+82% +$363K ﹤0.01% 1448
2023
Q4 		$412K Buy
1,988
+1,943
+4,318% +$352K ﹤0.01% 1841
2023
Q3 		$7.89K Buy
+45
New +$7.96K ﹤0.01% 2675
2023
Q2 		– Sell
-2
Closed -$278 – 2688
2023
Q1 		$278 Buy
+2
New +$270 ﹤0.01% 2607
2017
Q3 		– Sell
-275
Closed -$11K – 2265
2017
Q2 		$11K Hold
275
– – ﹤0.01% 3562
2017
Q1 		$10K Hold
275
– – ﹤0.01% 3583
2016
Q4 		$10K Buy
+275
New +$9.34K ﹤0.01% 3542

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 Planning's CSW Position: Q2 2026 in Review

Creative Planning reduced its CSW Industrials (CSW) stake by 8.1% in Q2 2026, selling an estimated $971K and leaving 39,563 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #827.

Creative Planning first reported a position in CSW in Q4 2016 and has held it in 16 quarters since. The position peaked at $11.2M in Q1 2026. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Creative Planning held 39,563 shares of CSW Industrials worth $11M as of Q2 2026.
  • Creative Planning sold 3,500 CSW Industrials shares in Q2 2026, an estimated $971K.
  • CSW Industrials made up 0.01% of Creative Planning's portfolio in Q2 2026, its #827 holding.
  • Creative Planning first reported a position in CSW Industrials in Q4 2016 and has held it in 16 quarters since.
  • Creative Planning's CSW Industrials position peaked at $11.2M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.