Professional Advisory Services’s CSW Industrials CSW Stock Holding History

Professional Advisory 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	$223K	Hold	800	–	–	0.03%	88
2026 Q1	$208K	Hold	800	–	–	0.03%	79
2025 Q4	$235K	Buy	+800	New	+$213K	0.03%	76
2025 Q3	–	Sell	-800	Closed	-$229K	–	82
2025 Q2	$229K	Hold	800	–	–	0.03%	78
2025 Q1	$233K	Hold	800	–	–	0.03%	73
2024 Q4	$282K	Hold	800	–	–	0.04%	67
2024 Q3	$293K	Hold	800	–	–	0.04%	69
2024 Q2	$212K	Buy	+800	New	+$198K	0.03%	72

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

Professional Advisory Services's CSW Position: Q2 2026 in Review

Professional Advisory Services held its CSW Industrials (CSW) position steady in Q2 2026 at 800 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #88.

Professional Advisory Services first reported a position in CSW in Q2 2024 and has held it in 8 quarters since. The position peaked at $293K in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Professional Advisory Services held 800 shares of CSW Industrials worth $223K as of Q2 2026.
Professional Advisory Services left its CSW Industrials share count unchanged in Q2 2026.
CSW Industrials made up 0.03% of Professional Advisory Services's portfolio in Q2 2026, its #88 holding.
Professional Advisory Services first reported a position in CSW Industrials in Q2 2024 and has held it in 8 quarters since.
Professional Advisory Services's CSW Industrials position peaked at $293K in Q3 2024.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Professional Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.