CAM
CSW

Cresset Asset Management’s CSW Industrials CSW Stock Holding History

Cresset Asset Management’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 		$286K Sell
1,028
-33
-3% -$9.15K ﹤0.01% 1410
2026
Q1 		$276K Sell
1,061
-33
-3% -$9.59K ﹤0.01% 1308
2025
Q4 		$321K Buy
1,094
+59
+6% +$15.7K ﹤0.01% 1260
2025
Q3 		$251K Sell
1,035
-8
-0.8% -$2.15K ﹤0.01% 1324
2025
Q2 		$299K Sell
1,043
-34
-3% -$10.3K ﹤0.01% 1135
2025
Q1 		$314K Sell
1,077
-127
-11% -$41.2K ﹤0.01% 1283
2024
Q4 		$425K Sell
1,204
-1,314
-52% -$511K ﹤0.01% 1169
2024
Q3 		$923K Sell
2,518
-8
-0.3% -$2.5K ﹤0.01% 1201
2024
Q2 		$670K Sell
2,526
-116
-4% -$28.8K ﹤0.01% 1297
2024
Q1 		$620K Sell
2,642
-33
-1% -$7.36K ﹤0.01% 1226
2023
Q4 		$555K Sell
2,675
-32
-1% -$5.8K ﹤0.01% 1181
2023
Q3 		$474K Buy
+2,707
New +$479K ﹤0.01% 1210

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

Cresset Asset Management's CSW Position: Q2 2026 in Review

Cresset Asset Management reduced its CSW Industrials (CSW) stake by 3.1% in Q2 2026, selling an estimated $9.15K and leaving 1,028 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Cresset Asset Management first reported a position in CSW in Q3 2023 and has held it in 12 quarters since. The position peaked at $923K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Cresset Asset Management held 1,028 shares of CSW Industrials worth $286K as of Q2 2026.
  • Cresset Asset Management sold 33 CSW Industrials shares in Q2 2026, an estimated $9.15K.
  • CSW Industrials made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1410 holding.
  • Cresset Asset Management first reported a position in CSW Industrials in Q3 2023 and has held it in 12 quarters since.
  • Cresset Asset Management's CSW Industrials position peaked at $923K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.