HMS Capital Management’s CSW Industrials CSW Stock Holding History

HMS Capital 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 Q3	$366K	Sell	1,271 -685	-35%	-$209K	0.14%	97
2026 Q2	$544K	Buy	1,956 +2	+0.1%	+$555	0.2%	81
2026 Q1	$509K	Sell	1,954 -300	-13%	-$87.2K	0.2%	78
2025 Q4	$662K	Buy	2,254 +3	+0.1%	+$800	0.27%	59
2025 Q3	$547K	Buy	2,251 +2	+0.1%	+$537	0.23%	66
2025 Q2	$645K	Sell	2,249 -173	-7%	-$52.3K	0.29%	60
2025 Q1	$640K	Buy	2,422 +2	+0.1%	+$649	0.35%	54
2024 Q4	$854K	Buy	2,420 +1	+0%	+$389	0.41%	50
2024 Q3	$886K	Buy	2,419 +2	+0.1%	+$624	0.43%	49
2024 Q2	$641K	Buy	+2,417	New	+$600K	0.33%	56

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

HMS Capital Management's CSW Position: Q3 2026 in Review

HMS Capital Management reduced its CSW Industrials (CSW) stake by 35% in Q3 2026, selling an estimated $209K and leaving 1,271 shares worth $366K. The position accounts for 0.14% of the portfolio, ranked #97.

HMS Capital Management first reported a position in CSW in Q2 2024 and has held it in 10 quarters since. The position peaked at $886K in Q3 2024. 165 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

HMS Capital Management held 1,271 shares of CSW Industrials worth $366K as of Q3 2026.
HMS Capital Management sold 685 CSW Industrials shares in Q3 2026, an estimated $209K.
CSW Industrials made up 0.14% of HMS Capital Management's portfolio in Q3 2026, its #97 holding.
HMS Capital Management first reported a position in CSW Industrials in Q2 2024 and has held it in 10 quarters since.
HMS Capital Management's CSW Industrials position peaked at $886K in Q3 2024.
165 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on HMS Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.