ECM
CSW

Evergreen Capital Management’s CSW Industrials CSW Stock Holding History

Evergreen Capital 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 		$626K Buy
2,250
+643
+40% +$178K 0.01% 774
2026
Q1 		$419K Buy
1,607
+106
+7% +$30.8K 0.01% 908
2025
Q4 		$441K Buy
1,501
+127
+9% +$33.9K 0.01% 817
2025
Q3 		$334K Buy
1,374
+118
+9% +$31.7K 0.01% 894
2025
Q2 		$360K Sell
1,256
-154
-11% -$46.5K 0.01% 722
2025
Q1 		$411K Sell
1,410
-906
-39% -$294K 0.01% 585
2024
Q4 		$817K Sell
2,316
-742
-24% -$289K 0.03% 377
2024
Q3 		$1.12M Buy
3,058
+4
+0.1% +$1.25K 0.04% 316
2024
Q2 		$810K Hold
3,054
– – 0.03% 347
2024
Q1 		$716K Hold
3,054
– – 0.03% 349
2023
Q4 		$633K Sell
3,054
-2
-0.1% -$363 0.03% 367
2023
Q3 		$536K Hold
3,056
– – 0.02% 374
2023
Q2 		$508K Buy
3,056
+2
+0.1% +$289 0.02% 389
2023
Q1 		$424K Hold
3,054
– – 0.02% 410
2022
Q4 		$354K Hold
3,054
– – 0.02% 432
2022
Q3 		$365K Hold
3,054
– – 0.02% 402
2022
Q2 		$315K Sell
3,054
-221
-7% -$23.6K 0.02% 413
2022
Q1 		$385K Hold
3,275
– – 0.02% 424
2021
Q4 		$396K Hold
3,275
– – 0.02% 412
2021
Q3 		$418K Buy
+3,275
New +$408K 0.02% 377

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

Evergreen Capital Management's CSW Position: Q2 2026 in Review

Evergreen Capital Management increased its CSW Industrials (CSW) stake by 40% in Q2 2026, buying an estimated $178K and bringing the position to 2,250 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #774.

Evergreen Capital Management first reported a position in CSW in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.12M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Evergreen Capital Management held 2,250 shares of CSW Industrials worth $626K as of Q2 2026.
  • Evergreen Capital Management bought 643 CSW Industrials shares in Q2 2026, an estimated $178K.
  • CSW Industrials made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #774 holding.
  • Evergreen Capital Management first reported a position in CSW Industrials in Q3 2021 and has held it in 20 quarters since.
  • Evergreen Capital Management's CSW Industrials position peaked at $1.12M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.