HighTower Advisors
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HighTower Advisors’s Capital Southwest CSWC Stock Holding History

HighTower Advisors’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Sell
9,746
-1
-0% -$23 ﹤0.01% 3428
2026
Q1 		$216K Buy
9,747
+109
+1% +$2.47K ﹤0.01% 3428
2025
Q4 		$213K Sell
9,638
-937
-9% -$19.8K ﹤0.01% 3325
2025
Q3 		$231K Buy
10,575
+385
+4% +$8.76K ﹤0.01% 3250
2025
Q2 		$225K Buy
10,190
+802
+9% +$16.5K ﹤0.01% 3182
2025
Q1 		$210K Buy
9,388
+73
+0.8% +$1.65K ﹤0.01% 3142
2024
Q4 		$203K Sell
9,315
-2,461
-21% -$57.9K ﹤0.01% 3189
2024
Q3 		$297K Sell
11,776
-449
-4% -$11.4K ﹤0.01% 2816
2024
Q2 		$319K Buy
12,225
+173
+1% +$4.44K ﹤0.01% 2663
2024
Q1 		$300K Sell
12,052
-20,234
-63% -$493K ﹤0.01% 2681
2023
Q4 		$761K Buy
32,286
+19,263
+148% +$430K ﹤0.01% 2009
2023
Q3 		$298K Buy
+13,023
New +$282K ﹤0.01% 2601

Other funds holding CSWC

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

HighTower Advisors's CSWC Position: Q2 2026 in Review

HighTower Advisors reduced its Capital Southwest (CSWC) stake by 0.01% in Q2 2026, selling an estimated $23 and leaving 9,746 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

HighTower Advisors first reported a position in CSWC in Q3 2023 and has held it in 12 quarters since. The position peaked at $761K in Q4 2023. 88 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • HighTower Advisors held 9,746 shares of Capital Southwest worth $232K as of Q2 2026.
  • HighTower Advisors sold 1 Capital Southwest share in Q2 2026, an estimated $23.
  • Capital Southwest made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3428 holding.
  • HighTower Advisors first reported a position in Capital Southwest in Q3 2023 and has held it in 12 quarters since.
  • HighTower Advisors's Capital Southwest position peaked at $761K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.