Envestnet Asset Management
CSWC icon

Envestnet Asset Management’s Capital Southwest CSWC Stock Holding History

Envestnet Asset Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.93M Buy
417,574
+14,648
+4% +$343K ﹤0.01% 1960
2026
Q1 		$8.91M Buy
402,926
+16,788
+4% +$380K ﹤0.01% 1904
2025
Q4 		$8.55M Buy
386,138
+21,236
+6% +$448K ﹤0.01% 1806
2025
Q3 		$7.98M Buy
364,902
+29,184
+9% +$664K ﹤0.01% 1917
2025
Q2 		$7.4M Buy
335,718
+290,335
+640% +$5.98M ﹤0.01% 1940
2025
Q1 		$1.01M Sell
45,383
-24,927
-35% -$563K ﹤0.01% 3199
2024
Q4 		$1.53M Buy
70,310
+57,695
+457% +$1.36M ﹤0.01% 2861
2024
Q3 		$319K Sell
12,615
-1,993
-14% -$50.5K ﹤0.01% 3791
2024
Q2 		$381K Sell
14,608
-10,811
-43% -$277K ﹤0.01% 3595
2024
Q1 		$634K Sell
25,419
-6,498
-20% -$158K ﹤0.01% 3298
2023
Q4 		$756K Sell
31,917
-6,383
-17% -$142K ﹤0.01% 3103
2023
Q3 		$877K Buy
38,300
+1,372
+4% +$29.7K ﹤0.01% 2900
2023
Q2 		$728K Sell
36,928
-2,008
-5% -$37K ﹤0.01% 2987
2023
Q1 		$692K Buy
38,936
+8,016
+26% +$148K ﹤0.01% 2932
2022
Q4 		$529K Buy
30,920
+1,141
+4% +$20.4K ﹤0.01% 3071
2022
Q3 		$504K Buy
29,779
+5,316
+22% +$102K ﹤0.01% 3016
2022
Q2 		$451K Buy
24,463
+5,559
+29% +$122K ﹤0.01% 3106
2022
Q1 		$449K Buy
18,904
+8,435
+81% +$207K ﹤0.01% 3181
2021
Q4 		$265K Sell
10,469
-2,969
-22% -$79.3K ﹤0.01% 3483
2021
Q3 		$338K Sell
13,438
-1,540
-10% -$40.1K ﹤0.01% 3221
2021
Q2 		$348K Buy
14,978
+351
+2% +$8.71K ﹤0.01% 3198
2021
Q1 		$324K Sell
14,627
-2,973
-17% -$60.7K ﹤0.01% 3094
2020
Q4 		$312K Buy
+17,600
New +$277K ﹤0.01% 2899

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

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

Envestnet Asset Management increased its Capital Southwest (CSWC) stake by 3.6% in Q2 2026, buying an estimated $343K and bringing the position to 417,574 shares worth $9.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

Envestnet Asset Management first reported a position in CSWC in Q4 2020 and has held it in 23 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Envestnet Asset Management held 417,574 shares of Capital Southwest worth $9.93M as of Q2 2026.
  • Envestnet Asset Management bought 14,648 Capital Southwest shares in Q2 2026, an estimated $343K.
  • Capital Southwest made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1960 holding.
  • Envestnet Asset Management first reported a position in Capital Southwest in Q4 2020 and has held it in 23 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

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