PWPS
CSW

Pinnacle Wealth Planning Services’s CSW Industrials CSW Stock Holding History

Pinnacle Wealth Planning Services’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 		$142K Buy
512
+8
+2% +$2.22K 0.01% 690
2026
Q1 		$131K Buy
504
+157
+45% +$45.6K 0.01% 656
2025
Q4 		$102K Buy
+347
New +$92.5K 0.01% 779
2021
Q1 		– Sell
-172
Closed -$19K – 718
2020
Q4 		$19K Buy
+172
New +$17.2K ﹤0.01% 1171

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

Pinnacle Wealth Planning Services's CSW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CSW Industrials (CSW) stake by 1.6% in Q2 2026, buying an estimated $2.22K and bringing the position to 512 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #690.

Pinnacle Wealth Planning Services first reported a position in CSW in Q4 2020 and has held it in 4 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 512 shares of CSW Industrials worth $142K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 CSW Industrials shares in Q2 2026, an estimated $2.22K.
  • CSW Industrials made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #690 holding.
  • Pinnacle Wealth Planning Services first reported a position in CSW Industrials in Q4 2020 and has held it in 4 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.