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Pure Financial Advisors’s CSW Industrials CSW Stock Holding History

Pure 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 		$490K Buy
1,761
+8
+0.5% +$2.22K 0.01% 378
2026
Q1 		$457K Sell
1,753
-3
-0.2% -$872 0.01% 352
2025
Q4 		$515K Sell
1,756
-53
-3% -$14.1K 0.01% 309
2025
Q3 		$439K Sell
1,809
-14
-0.8% -$3.76K 0.01% 332
2025
Q2 		$523K Buy
+1,823
New +$551K 0.01% 286

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 $3.38T AUM 44.17% 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

Pure Financial Advisors's CSW Position: Q2 2026 in Review

Pure Financial Advisors increased its CSW Industrials (CSW) stake by 0.46% in Q2 2026, buying an estimated $2.22K and bringing the position to 1,761 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #378.

Pure Financial Advisors first reported a position in CSW in Q2 2025 and has held it in 5 quarters since. The position peaked at $523K in Q2 2025. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Pure Financial Advisors held 1,761 shares of CSW Industrials worth $490K as of Q2 2026.
  • Pure Financial Advisors bought 8 CSW Industrials shares in Q2 2026, an estimated $2.22K.
  • CSW Industrials made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #378 holding.
  • Pure Financial Advisors first reported a position in CSW Industrials in Q2 2025 and has held it in 5 quarters since.
  • Pure Financial Advisors's CSW Industrials position peaked at $523K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.