Envestnet Asset Management
CSW

Envestnet Asset Management’s CSW Industrials CSW Stock Holding History

Envestnet 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 		$17.7M Sell
63,434
-3,007
-5% -$834K ﹤0.01% 1536
2026
Q1 		$17.3M Buy
66,441
+10,354
+18% +$3.01M ﹤0.01% 1444
2025
Q4 		$16.5M Sell
56,087
-8,570
-13% -$2.29M ﹤0.01% 1343
2025
Q3 		$15.7M Buy
64,657
+578
+0.9% +$155K ﹤0.01% 1456
2025
Q2 		$18.4M Buy
64,079
+3,630
+6% +$1.1M 0.01% 1308
2025
Q1 		$17.6M Buy
60,449
+7,348
+14% +$2.38M 0.01% 1288
2024
Q4 		$18.7M Sell
53,101
-368
-0.7% -$143K 0.01% 1241
2024
Q3 		$19.6M Buy
53,469
+1,112
+2% +$347K 0.01% 1199
2024
Q2 		$13.9M Buy
52,357
+24,802
+90% +$6.15M ﹤0.01% 1346
2024
Q1 		$6.46M Buy
27,555
+6,851
+33% +$1.53M ﹤0.01% 1805
2023
Q4 		$4.29M Buy
20,704
+114
+0.6% +$20.7K ﹤0.01% 2000
2023
Q3 		$3.61M Buy
20,590
+6,623
+47% +$1.17M ﹤0.01% 2015
2023
Q2 		$2.32M Buy
13,967
+1,439
+11% +$208K ﹤0.01% 2190
2023
Q1 		$1.74M Buy
12,528
+1,278
+11% +$173K ﹤0.01% 2290
2022
Q4 		$1.3M Buy
11,250
+3
+0% +$359 ﹤0.01% 2451
2022
Q3 		$1.35M Buy
11,247
+426
+4% +$52.1K ﹤0.01% 2330
2022
Q2 		$1.11M Sell
10,821
-154
-1% -$16.4K ﹤0.01% 2495
2022
Q1 		$1.29M Buy
10,975
+1,021
+10% +$120K ﹤0.01% 2471
2021
Q4 		$1.2M Sell
9,954
-1,425
-13% -$186K ﹤0.01% 2511
2021
Q3 		$1.45M Buy
11,379
+283
+3% +$35.2K ﹤0.01% 2310
2021
Q2 		$1.31M Sell
11,096
-616
-5% -$78.6K ﹤0.01% 2346
2021
Q1 		$1.58M Buy
11,712
+609
+5% +$77.3K ﹤0.01% 2092
2020
Q4 		$1.24M Sell
11,103
-517
-4% -$51.6K ﹤0.01% 2070
2020
Q3 		$898K Sell
11,620
-877
-7% -$63.6K ﹤0.01% 2075
2020
Q2 		$864K Sell
12,497
-1,106
-8% -$74.6K ﹤0.01% 2055
2020
Q1 		$882K Buy
+13,603
New +$985K ﹤0.01% 1891

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

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

Envestnet Asset Management reduced its CSW Industrials (CSW) stake by 4.5% in Q2 2026, selling an estimated $834K and leaving 63,434 shares worth $17.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Envestnet Asset Management first reported a position in CSW in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.6M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Envestnet Asset Management held 63,434 shares of CSW Industrials worth $17.7M as of Q2 2026.
  • Envestnet Asset Management sold 3,007 CSW Industrials shares in Q2 2026, an estimated $834K.
  • CSW Industrials made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1536 holding.
  • Envestnet Asset Management first reported a position in CSW Industrials in Q1 2020 and has held it in 26 quarters since.
  • Envestnet Asset Management's CSW Industrials position peaked at $19.6M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.