Envestnet Portfolio Solutions
CSW

Envestnet Portfolio Solutions’s CSW Industrials CSW Stock Holding History

Envestnet Portfolio Solutions’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 		$316K Buy
1,136
+32
+3% +$8.88K ﹤0.01% 1164
2026
Q1 		$288K Sell
1,104
-714
-39% -$208K ﹤0.01% 1138
2025
Q4 		$534K Buy
1,818
+470
+35% +$125K ﹤0.01% 1027
2025
Q3 		$327K Sell
1,348
-37
-3% -$9.93K ﹤0.01% 1202
2025
Q2 		$397K Sell
1,385
-123
-8% -$37.2K ﹤0.01% 1210
2025
Q1 		$439K Sell
1,508
-302
-17% -$98K ﹤0.01% 1109
2024
Q4 		$638K Sell
1,810
-57
-3% -$22.2K ﹤0.01% 1114
2024
Q3 		$684K Buy
1,867
+46
+3% +$14.4K ﹤0.01% 1050
2024
Q2 		$483K Buy
1,821
+297
+19% +$73.7K ﹤0.01% 1160
2024
Q1 		$358K Buy
1,524
+203
+15% +$45.2K ﹤0.01% 1264
2023
Q4 		$274K Sell
1,321
-183
-12% -$33.2K ﹤0.01% 1341
2023
Q3 		$264K Buy
+1,504
New +$266K ﹤0.01% 1293

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 Portfolio Solutions's CSW Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its CSW Industrials (CSW) stake by 2.9% in Q2 2026, buying an estimated $8.88K and bringing the position to 1,136 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Envestnet Portfolio Solutions first reported a position in CSW in Q3 2023 and has held it in 12 quarters since. The position peaked at $684K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Envestnet Portfolio Solutions held 1,136 shares of CSW Industrials worth $316K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 32 CSW Industrials shares in Q2 2026, an estimated $8.88K.
  • CSW Industrials made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1164 holding.
  • Envestnet Portfolio Solutions first reported a position in CSW Industrials in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's CSW Industrials position peaked at $684K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.