MIM
CSW

Marco Investment Management’s CSW Industrials CSW Stock Holding History

Marco Investment 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
Q2 		$223K Hold
800
– – 0.01% 231
2026
Q1 		$208K Hold
800
– – 0.02% 228
2025
Q4 		$235K Buy
+800
New +$213K 0.02% 206
2025
Q1 		– Sell
-640
Closed -$226K – 216
2024
Q4 		$226K Hold
640
– – 0.02% 198
2024
Q3 		$234K Buy
+640
New +$200K 0.02% 204

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

Marco Investment Management's CSW Position: Q2 2026 in Review

Marco Investment Management held its CSW Industrials (CSW) position steady in Q2 2026 at 800 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #231.

Marco Investment Management first reported a position in CSW in Q3 2024 and has held it in 5 quarters since. The position peaked at $235K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Marco Investment Management held 800 shares of CSW Industrials worth $223K as of Q2 2026.
  • Marco Investment Management left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up 0.01% of Marco Investment Management's portfolio in Q2 2026, its #231 holding.
  • Marco Investment Management first reported a position in CSW Industrials in Q3 2024 and has held it in 5 quarters since.
  • Marco Investment Management's CSW Industrials position peaked at $235K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.