GIA
CSW

GHP Investment Advisors’s CSW Industrials CSW Stock Holding History

GHP Investment 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 		$60.1K Hold
216
– – ﹤0.01% 541
2026
Q1 		$56.3K Sell
216
-46
-18% -$13.4K ﹤0.01% 532
2025
Q4 		$76.9K Hold
262
– – ﹤0.01% 477
2025
Q3 		$63.6K Hold
262
– – ﹤0.01% 495
2025
Q2 		$75.2K Hold
262
– – ﹤0.01% 468
2025
Q1 		$76.4K Sell
262
-758
-74% -$246K ﹤0.01% 458
2024
Q4 		$360K Sell
1,020
-721
-41% -$280K 0.02% 323
2024
Q3 		$638K Hold
1,741
– – 0.03% 286
2024
Q2 		$462K Hold
1,741
– – 0.02% 304
2024
Q1 		$408K Hold
1,741
– – 0.02% 317
2023
Q4 		$361K Hold
1,741
– – 0.02% 331
2023
Q3 		$307K Hold
1,741
– – 0.02% 335
2023
Q2 		$326K Sell
1,741
-54
-3% -$7.8K 0.02% 336
2023
Q1 		$249K Hold
1,795
– – 0.02% 352
2022
Q4 		$208K Hold
1,795
– – 0.01% 365
2022
Q3 		$215K Sell
1,795
-56
-3% -$6.85K 0.02% 347
2022
Q2 		$191K Hold
1,851
– – 0.01% 353
2022
Q1 		$218K Buy
1,851
+1
+0.1% +$118 0.01% 352
2021
Q4 		$224K Hold
1,850
– – 0.02% 305
2021
Q3 		$236K Hold
1,850
– – 0.02% 288
2021
Q2 		$219K Hold
1,850
– – 0.02% 286
2021
Q1 		$250K Hold
1,850
– – 0.02% 277
2020
Q4 		$207K Buy
+1,850
New +$185K 0.02% 275
2020
Q1 		– Sell
-2,875
Closed -$221K – 282
2019
Q4 		$221K Sell
2,875
-1,228
-30% -$88.2K 0.02% 289
2019
Q3 		$283K Hold
4,103
– – 0.04% 269
2019
Q2 		$280K Hold
4,103
– – 0.03% 279
2019
Q1 		$235K Buy
+4,103
New +$222K 0.03% 286

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

GHP Investment Advisors's CSW Position: Q2 2026 in Review

GHP Investment Advisors held its CSW Industrials (CSW) position steady in Q2 2026 at 216 shares worth $60.1K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

GHP Investment Advisors first reported a position in CSW in Q1 2019 and has held it in 27 quarters since. The position peaked at $638K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • GHP Investment Advisors held 216 shares of CSW Industrials worth $60.1K as of Q2 2026.
  • GHP Investment Advisors left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #541 holding.
  • GHP Investment Advisors first reported a position in CSW Industrials in Q1 2019 and has held it in 27 quarters since.
  • GHP Investment Advisors's CSW Industrials position peaked at $638K in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.