PMFA
CSW

Plante Moran Financial Advisors’s CSW Industrials CSW Stock Holding History

Plante Moran Financial Advisors’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 		$1.11K Buy
+4
New +$1.11K ﹤0.01% 873
2026
Q1 		– Sell
-25
Closed -$7.34K – 754
2025
Q4 		$7.34K Buy
+25
New +$6.67K ﹤0.01% 601

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

Plante Moran Financial Advisors's CSW Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in CSW Industrials (CSW) in Q2 2026: 4 shares worth $1.11K. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in CSW as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in CSW in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.34K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Plante Moran Financial Advisors held 4 shares of CSW Industrials worth $1.11K as of Q2 2026.
  • CSW Industrials was a new Plante Moran Financial Advisors position in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #873 holding.
  • Plante Moran Financial Advisors first reported a position in CSW Industrials in Q4 2025 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's CSW Industrials position peaked at $7.34K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.