Destination Wealth Management’s CSW Industrials CSW Stock Holding History

Destination Wealth 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	$342K	Hold	1,228	–	–	0.01%	261
2026 Q1	$320K	Hold	1,228	–	–	0.01%	251
2025 Q4	$360K	Hold	1,228	–	–	0.01%	233
2025 Q3	$298K	Sell	1,228 -2	-0.2%	-$537	0.01%	221
2025 Q2	$353K	Hold	1,230	–	–	0.01%	204
2025 Q1	$359K	Buy	1,230 +2	+0.2%	+$649	0.01%	194
2024 Q4	$433K	Hold	1,228	–	–	0.01%	170
2024 Q3	$450K	Hold	1,228	–	–	0.01%	165
2024 Q2	$326K	Hold	1,228	–	–	0.01%	171
2024 Q1	$288K	Hold	1,228	–	–	0.01%	179
2023 Q4	$255K	Hold	1,228	–	–	0.01%	178
2023 Q3	$215K	Hold	1,228	–	–	0.01%	187
2023 Q2	$204K	Buy	+1,228	New	+$177K	0.01%	193
2022 Q1	–	Sell	-2,341	Closed	-$283K	–	196
2021 Q4	$283K	Buy	+2,341	New	+$305K	0.01%	175

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Destination Wealth Management's CSW Position: Q2 2026 in Review

Destination Wealth Management held its CSW Industrials (CSW) position steady in Q2 2026 at 1,228 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #261.

Destination Wealth Management first reported a position in CSW in Q4 2021 and has held it in 14 quarters since. The position peaked at $450K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Destination Wealth Management held 1,228 shares of CSW Industrials worth $342K as of Q2 2026.
Destination Wealth Management left its CSW Industrials share count unchanged in Q2 2026.
CSW Industrials made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #261 holding.
Destination Wealth Management first reported a position in CSW Industrials in Q4 2021 and has held it in 14 quarters since.
Destination Wealth Management's CSW Industrials position peaked at $450K in Q3 2024.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

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