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CSWC icon

Navellier & Associates’s Capital Southwest CSWC Stock Holding History

Navellier & Associates’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$924K Buy
+38,884
New +$910K 0.07% 182
2020
Q1 		– Sell
-121,181
Closed -$2.52M – 241
2019
Q4 		$2.52M Sell
121,181
-49,142
-29% -$1.06M 0.41% 71
2019
Q3 		$3.71M Buy
170,323
+8,849
+5% +$191K 0.61% 40
2019
Q2 		$3.38M Buy
161,474
+19,822
+14% +$431K 0.52% 48
2019
Q1 		$2.98M Buy
141,652
+81,102
+134% +$1.73M 0.46% 60
2018
Q4 		$1.16M Buy
+60,550
New +$1.17M 0.2% 104

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Navellier & Associates's CSWC Position: Q2 2026 in Review

Navellier & Associates opened a new position in Capital Southwest (CSWC) in Q2 2026: 38,884 shares worth $924K. The stake represents 0.07% of the portfolio and ranks #182 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in CSWC as recently as Q4 2019.

Navellier & Associates first reported a position in CSWC in Q4 2018 and has held it in 6 quarters since. The position peaked at $3.71M in Q3 2019. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Navellier & Associates held 38,884 shares of Capital Southwest worth $924K as of Q2 2026.
  • Capital Southwest was a new Navellier & Associates position in Q2 2026.
  • Capital Southwest made up 0.07% of Navellier & Associates's portfolio in Q2 2026, its #182 holding.
  • Navellier & Associates first reported a position in Capital Southwest in Q4 2018 and has held it in 6 quarters since.
  • Navellier & Associates's Capital Southwest position peaked at $3.71M in Q3 2019.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.