PWG
CSW

Portside Wealth Group’s CSW Industrials CSW Stock Holding History

Portside Wealth Group’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 		$454K Buy
1,630
+87
+6% +$24.1K 0.05% 320
2026
Q1 		$402K Buy
1,543
+87
+6% +$25.3K 0.05% 303
2025
Q4 		$427K Buy
1,456
+155
+12% +$41.3K 0.06% 289
2025
Q3 		$316K Buy
1,301
+154
+13% +$41.3K 0.04% 366
2025
Q2 		$329K Sell
1,147
-26
-2% -$7.85K 0.05% 327
2025
Q1 		$342K Sell
1,173
-40
-3% -$13K 0.06% 297
2024
Q4 		$428K Buy
1,213
+160
+15% +$62.2K 0.07% 254
2024
Q3 		$386K Buy
1,053
+136
+15% +$42.4K 0.07% 257
2024
Q2 		$243K Buy
+917
New +$227K 0.05% 307

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

Portside Wealth Group's CSW Position: Q2 2026 in Review

Portside Wealth Group increased its CSW Industrials (CSW) stake by 5.6% in Q2 2026, buying an estimated $24.1K and bringing the position to 1,630 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #320.

Portside Wealth Group first reported a position in CSW in Q2 2024 and has held it in 9 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Portside Wealth Group held 1,630 shares of CSW Industrials worth $454K as of Q2 2026.
  • Portside Wealth Group bought 87 CSW Industrials shares in Q2 2026, an estimated $24.1K.
  • CSW Industrials made up 0.05% of Portside Wealth Group's portfolio in Q2 2026, its #320 holding.
  • Portside Wealth Group first reported a position in CSW Industrials in Q2 2024 and has held it in 9 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.