HWM
CSW

HB Wealth Management’s CSW Industrials CSW Stock Holding History

HB Wealth 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 		$852K Sell
3,061
-32
-1% -$8.88K ﹤0.01% 814
2026
Q1 		$806K Sell
3,093
-112
-3% -$32.5K 0.01% 755
2025
Q4 		$941K Sell
3,205
-161
-5% -$42.9K 0.01% 650
2025
Q3 		$817K Sell
3,366
-217
-6% -$58.2K 0.01% 676
2025
Q2 		$1.03M Sell
3,583
-76
-2% -$23K 0.01% 524
2025
Q1 		$1.07M Sell
3,659
-176
-5% -$57.1K 0.01% 523
2024
Q4 		$1.35M Buy
+3,835
New +$1.49M 0.01% 361

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

HB Wealth Management's CSW Position: Q2 2026 in Review

HB Wealth Management reduced its CSW Industrials (CSW) stake by 1% in Q2 2026, selling an estimated $8.88K and leaving 3,061 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

HB Wealth Management first reported a position in CSW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • HB Wealth Management held 3,061 shares of CSW Industrials worth $852K as of Q2 2026.
  • HB Wealth Management sold 32 CSW Industrials shares in Q2 2026, an estimated $8.88K.
  • CSW Industrials made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #814 holding.
  • HB Wealth Management first reported a position in CSW Industrials in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's CSW Industrials position peaked at $1.35M in Q4 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.