LPL Financial
CSW

LPL Financial’s CSW Industrials CSW Stock Holding History

LPL Financial’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 		$4.96M Sell
17,824
-2,712
-13% -$752K ﹤0.01% 2807
2026
Q1 		$5.35M Sell
20,536
-524
-2% -$152K ﹤0.01% 2557
2025
Q4 		$6.18M Sell
21,060
-672
-3% -$179K ﹤0.01% 2359
2025
Q3 		$5.28M Buy
21,732
+1,185
+6% +$318K ﹤0.01% 2418
2025
Q2 		$5.89M Buy
20,547
+6,248
+44% +$1.89M ﹤0.01% 2184
2025
Q1 		$4.17M Buy
14,299
+1,254
+10% +$407K ﹤0.01% 2303
2024
Q4 		$4.6M Buy
13,045
+888
+7% +$345K ﹤0.01% 2145
2024
Q3 		$4.45M Buy
12,157
+766
+7% +$239K ﹤0.01% 2091
2024
Q2 		$3.02M Sell
11,391
-76
-0.7% -$18.9K ﹤0.01% 2252
2024
Q1 		$2.69M Sell
11,467
-62
-0.5% -$13.8K ﹤0.01% 2275
2023
Q4 		$2.39M Buy
11,529
+12
+0.1% +$2.18K ﹤0.01% 2263
2023
Q3 		$2.02M Buy
11,517
+7,090
+160% +$1.25M ﹤0.01% 2272
2023
Q2 		$736K Buy
4,427
+82
+2% +$11.8K ﹤0.01% 3121
2023
Q1 		$604K Sell
4,345
-49
-1% -$6.61K ﹤0.01% 3170
2022
Q4 		$509K Buy
4,394
+76
+2% +$9.09K ﹤0.01% 3226
2022
Q3 		$517K Buy
4,318
+21
+0.5% +$2.57K ﹤0.01% 3121
2022
Q2 		$443K Buy
+4,297
New +$458K ﹤0.01% 3308

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

LPL Financial's CSW Position: Q2 2026 in Review

LPL Financial reduced its CSW Industrials (CSW) stake by 13% in Q2 2026, selling an estimated $752K and leaving 17,824 shares worth $4.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

LPL Financial first reported a position in CSW in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.18M in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • LPL Financial held 17,824 shares of CSW Industrials worth $4.96M as of Q2 2026.
  • LPL Financial sold 2,712 CSW Industrials shares in Q2 2026, an estimated $752K.
  • CSW Industrials made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2807 holding.
  • LPL Financial first reported a position in CSW Industrials in Q2 2022 and has held it in 17 quarters since.
  • LPL Financial's CSW Industrials position peaked at $6.18M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.