MAM
CSW

Montanaro Asset Management’s CSW Industrials CSW Stock Holding History

Montanaro Asset 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 		$11.3M Sell
40,705
-9,095
-18% -$2.52M 3.57% 9
2026
Q1 		$13M Buy
49,800
+3,600
+8% +$1.05M 3.88% 8
2025
Q4 		$13.6M Buy
46,200
+6,200
+16% +$1.65M 3.78% 9
2025
Q3 		$9.71M Hold
40,000
– – 2.43% 18
2025
Q2 		$11.5M Buy
40,000
+5,000
+14% +$1.51M 2.96% 16
2025
Q1 		$10.2M Hold
35,000
– – 2.99% 15
2024
Q4 		$12.3M Sell
35,000
-10,000
-22% -$3.89M 2.55% 16
2024
Q3 		$16.5M Hold
45,000
– – 2.94% 15
2024
Q2 		$11.9M Hold
45,000
– – 2.23% 23
2024
Q1 		$10.6M Hold
45,000
– – 1.91% 24
2023
Q4 		$9.33M Hold
45,000
– – 1.76% 26
2023
Q3 		$7.89M Hold
45,000
– – 1.39% 27
2023
Q2 		$7.48M Buy
45,000
+5,000
+13% +$722K 1.18% 26
2023
Q1 		$5.56M Hold
40,000
– – 0.86% 32
2022
Q4 		$4.64M Sell
40,000
-40,000
-50% -$4.79M 0.75% 34
2022
Q3 		$9.58M Sell
80,000
-15,000
-16% -$1.84M 1.47% 28
2022
Q2 		$9.79M Hold
95,000
– – 1.47% 25
2022
Q1 		$11.2M Buy
95,000
+16,000
+20% +$1.88M 1.38% 25
2021
Q4 		$9.55M Buy
79,000
+4,100
+5% +$534K 0.96% 28
2021
Q3 		$9.56M Hold
74,900
– – 1.15% 29
2021
Q2 		$8.87M Hold
74,900
– – 1.12% 28
2021
Q1 		$10.1M Buy
74,900
+19,600
+35% +$2.49M 1.49% 24
2020
Q4 		$6.19M Buy
+55,300
New +$5.52M 1.04% 25

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

Montanaro Asset Management's CSW Position: Q2 2026 in Review

Montanaro Asset Management reduced its CSW Industrials (CSW) stake by 18% in Q2 2026, selling an estimated $2.52M and leaving 40,705 shares worth $11.3M. The position accounts for 3.57% of the portfolio, ranked #9.

Montanaro Asset Management first reported a position in CSW in Q4 2020 and has held it in 23 quarters since. The position peaked at $16.5M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Montanaro Asset Management held 40,705 shares of CSW Industrials worth $11.3M as of Q2 2026.
  • Montanaro Asset Management sold 9,095 CSW Industrials shares in Q2 2026, an estimated $2.52M.
  • CSW Industrials made up 3.57% of Montanaro Asset Management's portfolio in Q2 2026, its #9 holding.
  • Montanaro Asset Management first reported a position in CSW Industrials in Q4 2020 and has held it in 23 quarters since.
  • Montanaro Asset Management's CSW Industrials position peaked at $16.5M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Montanaro Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.