DWP
CSW

Daymark Wealth Partners’s CSW Industrials CSW Stock Holding History

Daymark Wealth Partners’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 		$536K Buy
1,926
+4
+0.2% +$1.11K 0.01% 466
2026
Q1 		$501K Buy
1,922
+113
+6% +$32.8K 0.02% 421
2025
Q4 		$531K Buy
1,809
+2
+0.1% +$533 0.02% 376
2025
Q3 		$439K Buy
1,807
+2
+0.1% +$537 0.01% 409
2025
Q2 		$518K Buy
1,805
+1
+0.1% +$302 0.02% 345
2025
Q1 		$526K Buy
1,804
+2
+0.1% +$649 0.02% 323
2024
Q4 		$636K Buy
1,802
+1
+0.1% +$389 0.03% 294
2024
Q3 		$660K Buy
1,801
+1
+0.1% +$312 0.03% 297
2024
Q2 		$478K Buy
+1,800
New +$446K 0.02% 327

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

Daymark Wealth Partners's CSW Position: Q2 2026 in Review

Daymark Wealth Partners increased its CSW Industrials (CSW) stake by 0.21% in Q2 2026, buying an estimated $1.11K and bringing the position to 1,926 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #466.

Daymark Wealth Partners first reported a position in CSW in Q2 2024 and has held it in 9 quarters since. The position peaked at $660K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Daymark Wealth Partners held 1,926 shares of CSW Industrials worth $536K as of Q2 2026.
  • Daymark Wealth Partners bought 4 CSW Industrials shares in Q2 2026, an estimated $1.11K.
  • CSW Industrials made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #466 holding.
  • Daymark Wealth Partners first reported a position in CSW Industrials in Q2 2024 and has held it in 9 quarters since.
  • Daymark Wealth Partners's CSW Industrials position peaked at $660K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.