IA
CSW

IFP Advisors’s CSW Industrials CSW Stock Holding History

IFP 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 		$6.96K Buy
25
+4
+19% +$1.11K ﹤0.01% 3593
2026
Q1 		$5.47K Buy
21
+1
+5% +$291 ﹤0.01% 3464
2025
Q4 		$5.87K Sell
20
-168
-89% -$44.8K ﹤0.01% 3334
2025
Q3 		$45.6K Sell
188
-538
-74% -$144K ﹤0.01% 2117
2025
Q2 		$225K Sell
726
-1,193
-62% -$360K 0.01% 1216
2025
Q1 		$560K Buy
1,919
+1,803
+1,554% +$585K 0.02% 733
2024
Q4 		$41.6K Buy
116
+97
+511% +$37.7K ﹤0.01% 1914
2024
Q3 		$6.96K Hold
19
– – ﹤0.01% 2559
2024
Q2 		$5.04K Hold
19
– – ﹤0.01% 2555
2024
Q1 		$4.46K Sell
19
-19
-50% -$4.23K ﹤0.01% 2487
2023
Q4 		$7.88K Buy
38
+19
+100% +$3.45K ﹤0.01% 2270
2023
Q3 		$3.33K Hold
19
– – ﹤0.01% 2669
2023
Q2 		$3.16K Hold
19
– – ﹤0.01% 2710
2023
Q1 		$931 Hold
19
– – ﹤0.01% 3088
2022
Q4 		$1K Hold
19
– – ﹤0.01% 4309
2022
Q3 		$1K Hold
19
– – ﹤0.01% 4526
2022
Q2 		$1K Hold
19
– – ﹤0.01% 4306
2022
Q1 		$1K Hold
19
– – ﹤0.01% 4306
2021
Q4 		$2K Sell
19
-24
-56% -$3.13K ﹤0.01% 2763
2021
Q3 		$5K Hold
43
– – ﹤0.01% 2545
2021
Q2 		$5K Hold
43
– – ﹤0.01% 2456
2021
Q1 		$6K Sell
43
-47
-52% -$5.96K ﹤0.01% 2330
2020
Q4 		$10K Hold
90
– – ﹤0.01% 2070
2020
Q3 		$7K Hold
90
– – ﹤0.01% 2031
2020
Q2 		$6K Sell
90
-2
-2% -$135 ﹤0.01% 2000
2020
Q1 		$6K Buy
+92
New +$6.66K ﹤0.01% 1984
2017
Q4 		– Sell
-2,679
Closed -$119K – 3849
2017
Q3 		$119K Hold
2,679
– – ﹤0.01% 1449
2017
Q2 		$104K Buy
+2,679
New +$96.7K ﹤0.01% 1507

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

IFP Advisors's CSW Position: Q2 2026 in Review

IFP Advisors increased its CSW Industrials (CSW) stake by 19% in Q2 2026, buying an estimated $1.11K and bringing the position to 25 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #3593.

IFP Advisors first reported a position in CSW in Q2 2017 and has held it in 28 quarters since. The position peaked at $560K in Q1 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • IFP Advisors held 25 shares of CSW Industrials worth $6.96K as of Q2 2026.
  • IFP Advisors bought 4 CSW Industrials shares in Q2 2026, an estimated $1.11K.
  • CSW Industrials made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3593 holding.
  • IFP Advisors first reported a position in CSW Industrials in Q2 2017 and has held it in 28 quarters since.
  • IFP Advisors's CSW Industrials position peaked at $560K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

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