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Purpose Unlimited Inc’s Capital Southwest CSWC Stock Holding History

Purpose Unlimited Inc’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-19,000
Closed -$408K – 614
2026
Q1 		$408K Buy
+19,000
New +$430K 0.02% 178

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Purpose Unlimited Inc's CSWC Position: Q2 2026 in Review

Purpose Unlimited Inc sold out of Capital Southwest (CSWC) in Q2 2026, closing a stake of 19,000 shares — an estimated $408K sold.

Purpose Unlimited Inc first reported a position in CSWC in Q1 2026 and held it in 1 quarter. The position peaked at $408K in Q1 2026. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Purpose Unlimited Inc reported no remaining Capital Southwest position as of Q2 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 19,000 Capital Southwest shares in Q2 2026, an estimated $408K.
  • Purpose Unlimited Inc first reported a position in Capital Southwest in Q1 2026 and held it in 1 quarter.
  • Purpose Unlimited Inc's Capital Southwest position peaked at $408K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.