Moors & Cabot’s CSW Industrials CSW Stock Holding History

Moors & Cabot’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	$209K	Sell	751 -200	-21%	-$55.5K	0.01%	885
2026 Q1	$248K	Hold	951	–	–	0.01%	785
2025 Q4	$279K	Hold	951	–	–	0.01%	718
2025 Q3	$231K	Hold	951	–	–	0.01%	780
2025 Q2	$273K	Sell	951 -10	-1%	-$3.02K	0.01%	685
2025 Q1	$280K	Hold	961	–	–	0.01%	660
2024 Q4	$339K	Hold	961	–	–	0.02%	627
2024 Q3	$352K	Sell	961 -15	-2%	-$4.68K	0.02%	611
2024 Q2	$259K	Sell	976 -25	-2%	-$6.2K	0.01%	679
2024 Q1	$235K	Hold	1,001	–	–	0.01%	760
2023 Q4	$208K	Sell	1,001 -250	-20%	-$45.3K	0.01%	739
2023 Q3	$219K	Hold	1,251	–	–	0.01%	711
2023 Q2	$208K	Buy	+1,251	New	+$181K	0.01%	737

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

Moors & Cabot's CSW Position: Q2 2026 in Review

Moors & Cabot reduced its CSW Industrials (CSW) stake by 21% in Q2 2026, selling an estimated $55.5K and leaving 751 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #885.

Moors & Cabot first reported a position in CSW in Q2 2023 and has held it in 13 quarters since. The position peaked at $352K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Moors & Cabot held 751 shares of CSW Industrials worth $209K as of Q2 2026.
Moors & Cabot sold 200 CSW Industrials shares in Q2 2026, an estimated $55.5K.
CSW Industrials made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #885 holding.
Moors & Cabot first reported a position in CSW Industrials in Q2 2023 and has held it in 13 quarters since.
Moors & Cabot's CSW Industrials position peaked at $352K in Q3 2024.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.