RBA
CSW

Richard Bernstein Advisors’s CSW Industrials CSW Stock Holding History

Richard Bernstein 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
Q1 		$1M Buy
+3,838
New +$1.12M 0.03% 176
2025
Q2 		– Sell
-11,932
Closed -$3.48M – 218
2025
Q1 		$3.48M Sell
11,932
-602
-5% -$195K 0.08% 117
2024
Q4 		$4.42M Sell
12,534
-3,086
-20% -$1.2M 0.1% 92
2024
Q3 		$5.72M Hold
15,620
– – 0.12% 61
2024
Q2 		$4.14M Buy
15,620
+2
+0% +$496 0.09% 86
2024
Q1 		$3.66M Hold
15,618
– – 0.08% 107
2023
Q4 		$3.24M Buy
15,618
+9
+0.1% +$1.63K 0.07% 116
2023
Q3 		$2.74M Buy
+15,609
New +$2.76M 0.06% 148

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Richard Bernstein Advisors's CSW Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in CSW Industrials (CSW) in Q1 2026: 3,838 shares worth $1M. The stake represents 0.03% of the portfolio and ranks #176 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in CSW as recently as Q1 2025.

Richard Bernstein Advisors first reported a position in CSW in Q3 2023 and has held it in 8 quarters since. The position peaked at $5.72M in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Richard Bernstein Advisors held 3,838 shares of CSW Industrials worth $1M as of Q1 2026.
  • CSW Industrials was a new Richard Bernstein Advisors position in Q1 2026.
  • CSW Industrials made up 0.03% of Richard Bernstein Advisors's portfolio in Q1 2026, its #176 holding.
  • Richard Bernstein Advisors first reported a position in CSW Industrials in Q3 2023 and has held it in 8 quarters since.
  • Richard Bernstein Advisors's CSW Industrials position peaked at $5.72M in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.