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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

MassMutual Private Wealth & Trust's CSW Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its CSW Industrials (CSW) position steady in Q2 2026 at 10 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

MassMutual Private Wealth & Trust first reported a position in CSW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.96K in Q1 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

MassMutual Private Wealth & Trust held 10 shares of CSW Industrials worth $2.78K as of Q2 2026.
MassMutual Private Wealth & Trust left its CSW Industrials share count unchanged in Q2 2026.
CSW Industrials made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1895 holding.
MassMutual Private Wealth & Trust first reported a position in CSW Industrials in Q4 2024 and has held it in 7 quarters since.
MassMutual Private Wealth & Trust's CSW Industrials position peaked at $4.96K in Q1 2025.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.