I
CSW

InceptionR’s CSW Industrials CSW Stock Holding History

InceptionR’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 		$300K Buy
+1,153
New +$335K 0.07% 479
2025
Q3 		– Sell
-1,196
Closed -$343K – 724
2025
Q2 		$343K Buy
+1,196
New +$361K 0.08% 414
2025
Q1 		– Sell
-3,011
Closed -$1.06M – 603
2024
Q4 		$1.06M Buy
+3,011
New +$1.17M 0.24% 147
2024
Q3 		– Sell
-935
Closed -$248K – 676
2024
Q2 		$248K Sell
935
-163
-15% -$40.4K 0.07% 456
2024
Q1 		$258K Buy
+1,098
New +$245K 0.07% 461

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

InceptionR's CSW Position: Q1 2026 in Review

InceptionR opened a new position in CSW Industrials (CSW) in Q1 2026: 1,153 shares worth $300K. The stake represents 0.07% of the portfolio and ranks #479 among its holdings. This is a return to the name: InceptionR previously reported a position in CSW as recently as Q2 2025.

InceptionR first reported a position in CSW in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.06M in Q4 2024. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • InceptionR held 1,153 shares of CSW Industrials worth $300K as of Q1 2026.
  • CSW Industrials was a new InceptionR position in Q1 2026.
  • CSW Industrials made up 0.07% of InceptionR's portfolio in Q1 2026, its #479 holding.
  • InceptionR first reported a position in CSW Industrials in Q1 2024 and has held it in 5 quarters since.
  • InceptionR's CSW Industrials position peaked at $1.06M in Q4 2024.
  • 348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.