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Essential Partners’s CSW Industrials CSW Stock Holding History

Essential 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
Q3 		$576 Hold
2
– – ﹤0.01% 2358
2026
Q2 		$557 Buy
2
+1
+100% +$277 ﹤0.01% 2448
2026
Q1 		$261 Hold
1
– – ﹤0.01% 2573
2025
Q4 		$294 Buy
+1
New +$267 ﹤0.01% 2343

Other funds holding CSW

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Essential Partners's CSW Position: Q3 2026 in Review

Essential Partners held its CSW Industrials (CSW) position steady in Q3 2026 at 2 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

Essential Partners first reported a position in CSW in Q4 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Essential Partners held 2 shares of CSW Industrials worth $576 as of Q3 2026.
  • Essential Partners left its CSW Industrials share count unchanged in Q3 2026.
  • CSW Industrials made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2358 holding.
  • Essential Partners first reported a position in CSW Industrials in Q4 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.