HIA
CSW

Harbor Investment Advisory’s CSW Industrials CSW Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-314
Closed -$92.2K – 1257
2025
Q4 		$92.2K Sell
314
-79
-20% -$21.1K 0.01% 529
2025
Q3 		$95.4K Buy
393
+118
+43% +$31.7K 0.01% 505
2025
Q2 		$78.9K Buy
275
+59
+27% +$17.8K 0.01% 543
2025
Q1 		$63K Hold
216
– – 0.01% 560
2024
Q4 		$76.2K Sell
216
-52
-19% -$20.2K 0.01% 514
2024
Q3 		$98.2K Sell
268
-54
-17% -$16.9K 0.01% 460
2024
Q2 		$85.4K Buy
322
+74
+30% +$18.4K 0.01% 477
2024
Q1 		$58.2K Buy
+248
New +$55.3K 0.01% 555

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbor Investment Advisory's CSW Position: Q1 2026 in Review

Harbor Investment Advisory sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 314 shares — an estimated $92.2K sold.

Harbor Investment Advisory first reported a position in CSW in Q1 2024 and held it in 8 quarters. The position peaked at $98.2K in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Harbor Investment Advisory reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 314 CSW Industrials shares in Q1 2026, an estimated $92.2K.
  • Harbor Investment Advisory first reported a position in CSW Industrials in Q1 2024 and held it in 8 quarters.
  • Harbor Investment Advisory's CSW Industrials position peaked at $98.2K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.