Focus Partners Wealth
CSW icon

Focus Partners Wealth’s CSW Industrials CSW Stock Holding History

Focus Partners Wealth’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 		$1.33M Sell
4,779
-83
-2% -$23K ﹤0.01% 1519
2026
Q1 		$1.27M Sell
4,862
-873
-15% -$254K ﹤0.01% 1515
2025
Q4 		$1.68M Sell
5,735
-697
-11% -$186K ﹤0.01% 1401
2025
Q3 		$1.55M Sell
6,432
-1
-0% -$268 ﹤0.01% 1114
2025
Q2 		$1.85M Buy
6,433
+1,066
+20% +$322K ﹤0.01% 924
2025
Q1 		$1.56M Sell
5,367
-11
-0.2% -$3.57K ﹤0.01% 916
2024
Q4 		$1.9M Sell
5,378
-42
-0.8% -$16.3K ﹤0.01% 846
2024
Q3 		$1.99M Buy
5,420
+14
+0.3% +$4.37K 0.01% 770
2024
Q2 		$1.43M Buy
5,406
+18
+0.3% +$4.46K ﹤0.01% 714
2024
Q1 		$1.26M Hold
5,388
– – 0.01% 567
2023
Q4 		$1.12M Buy
+5,388
New +$977K 0.01% 433

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's CSW Position: Q2 2026 in Review

Focus Partners Wealth reduced its CSW Industrials (CSW) stake by 1.7% in Q2 2026, selling an estimated $23K and leaving 4,779 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Focus Partners Wealth first reported a position in CSW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q3 2024. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Focus Partners Wealth held 4,779 shares of CSW Industrials worth $1.33M as of Q2 2026.
  • Focus Partners Wealth sold 83 CSW Industrials shares in Q2 2026, an estimated $23K.
  • CSW Industrials made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1519 holding.
  • Focus Partners Wealth first reported a position in CSW Industrials in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's CSW Industrials position peaked at $1.99M in Q3 2024.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.