EWA
CSW

EverSource Wealth Advisors’s CSW Industrials CSW Stock Holding History

EverSource Wealth Advisors’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 		$22K Buy
79
+13
+20% +$3.61K ﹤0.01% 2364
2026
Q1 		$17.2K Buy
66
+8
+14% +$2.33K ﹤0.01% 2599
2025
Q4 		$17K Sell
58
-33
-36% -$8.8K ﹤0.01% 2488
2025
Q3 		$22.1K Buy
91
+1
+1% +$268 ﹤0.01% 2294
2025
Q2 		$25.8K Buy
90
+44
+96% +$13.3K ﹤0.01% 2096
2025
Q1 		$13.4K Buy
46
+9
+24% +$2.92K ﹤0.01% 1935
2024
Q4 		$13.1K Buy
37
+4
+12% +$1.56K ﹤0.01% 1868
2024
Q3 		$12.1K Buy
33
+8
+32% +$2.5K ﹤0.01% 1755
2024
Q2 		$8.11K Buy
25
+9
+56% +$2.23K ﹤0.01% 1972
2024
Q1 		$3.8K Buy
16
+1
+7% +$223 ﹤0.01% 2173
2023
Q4 		$3.11K Hold
15
– – ﹤0.01% 2039
2023
Q3 		$2.63K Hold
15
– – ﹤0.01% 1930
2023
Q2 		$2.49K Hold
15
– – ﹤0.01% 1967
2023
Q1 		$2.08K Hold
15
– – ﹤0.01% 1928
2022
Q4 		$1.74K Hold
15
– – ﹤0.01% 1954
2022
Q3 		$2K Hold
15
– – ﹤0.01% 1647
2022
Q2 		$2K Buy
+15
New +$1.6K ﹤0.01% 1485

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

EverSource Wealth Advisors's CSW Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CSW Industrials (CSW) stake by 20% in Q2 2026, buying an estimated $3.61K and bringing the position to 79 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

EverSource Wealth Advisors first reported a position in CSW in Q2 2022 and has held it in 17 quarters since. The position peaked at $25.8K in Q2 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • EverSource Wealth Advisors held 79 shares of CSW Industrials worth $22K as of Q2 2026.
  • EverSource Wealth Advisors bought 13 CSW Industrials shares in Q2 2026, an estimated $3.61K.
  • CSW Industrials made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2364 holding.
  • EverSource Wealth Advisors first reported a position in CSW Industrials in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's CSW Industrials position peaked at $25.8K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.