MassMutual Private Wealth & Trust’s CSW Industrials CSW Stock Holding History

MassMutual Private Wealth & Trust’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	$3.46K	Buy	12 +2	+20%	+$611	﹤0.01%	1756
2026 Q2	$2.78K	Hold	10	–	–	﹤0.01%	1895
2026 Q1	$2.61K	Sell	10 -1	-9%	-$291	﹤0.01%	1899
2025 Q4	$3.23K	Buy	11 +10	+1,000%	+$2.67K	﹤0.01%	1848
2025 Q3	$243	Sell	1 -12	-92%	-$3.22K	﹤0.01%	2316
2025 Q2	$3.73K	Sell	13 -4	-24%	-$1.21K	﹤0.01%	1749
2025 Q1	$4.96K	Buy	17 +11	+183%	+$3.57K	﹤0.01%	1610
2024 Q4	$2.12K	Buy	+6	New	+$2.33K	﹤0.01%	1823

Other funds holding CSW

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust's CSW Position: Q3 2026 in Review

MassMutual Private Wealth & Trust increased its CSW Industrials (CSW) stake by 20% in Q3 2026, buying an estimated $611 and bringing the position to 12 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.

MassMutual Private Wealth & Trust first reported a position in CSW in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.96K in Q1 2025. 17 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

MassMutual Private Wealth & Trust held 12 shares of CSW Industrials worth $3.46K as of Q3 2026.
MassMutual Private Wealth & Trust bought 2 CSW Industrials shares in Q3 2026, an estimated $611.
CSW Industrials made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1756 holding.
MassMutual Private Wealth & Trust first reported a position in CSW Industrials in Q4 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's CSW Industrials position peaked at $4.96K in Q1 2025.
17 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.