CA
CSW

Crewe Advisors’s CSW Industrials CSW Stock Holding History

Crewe Advisors’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 		$12.5K Sell
45
-20
-31% -$5.55K ﹤0.01% 707
2026
Q1 		$16.9K Buy
65
+21
+48% +$6.1K ﹤0.01% 550
2025
Q4 		$12.9K Buy
44
+4
+10% +$1.07K ﹤0.01% 572
2025
Q3 		$9.71K Buy
+40
New +$10.7K ﹤0.01% 638
2024
Q3 		– Sell
-71
Closed -$18.8K – 777
2024
Q2 		$18.8K Buy
71
+53
+294% +$13.1K ﹤0.01% 563
2024
Q1 		$4.22K Buy
+18
New +$4.01K ﹤0.01% 760
2023
Q4 		– Sell
-627
Closed -$110K – 476
2023
Q3 		$110K Buy
+627
New +$111K 0.02% 103

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

Crewe Advisors's CSW Position: Q2 2026 in Review

Crewe Advisors reduced its CSW Industrials (CSW) stake by 31% in Q2 2026, selling an estimated $5.55K and leaving 45 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Crewe Advisors first reported a position in CSW in Q3 2023 and has held it in 7 quarters since. The position peaked at $110K in Q3 2023. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Crewe Advisors held 45 shares of CSW Industrials worth $12.5K as of Q2 2026.
  • Crewe Advisors sold 20 CSW Industrials shares in Q2 2026, an estimated $5.55K.
  • CSW Industrials made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #707 holding.
  • Crewe Advisors first reported a position in CSW Industrials in Q3 2023 and has held it in 7 quarters since.
  • Crewe Advisors's CSW Industrials position peaked at $110K in Q3 2023.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.