Rockefeller Capital Management
CSW

Rockefeller Capital Management’s CSW Industrials CSW Stock Holding History

Rockefeller Capital Management’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 		$16.7M Buy
60,168
+11,519
+24% +$3.2M 0.03% 541
2026
Q1 		$12.7M Buy
48,649
+1,164
+2% +$338K 0.02% 591
2025
Q4 		$13.9M Sell
47,485
-9,550
-17% -$2.55M 0.03% 544
2025
Q3 		$13.8M Sell
57,035
-785
-1% -$211K 0.03% 528
2025
Q2 		$16.6M Buy
57,820
+17,506
+43% +$5.29M 0.04% 444
2025
Q1 		$11.8M Buy
+40,314
New +$13.1M 0.03% 526
2023
Q1 		– Sell
-467
Closed -$54K – 2379
2022
Q4 		$54K Sell
467
-44
-9% -$5.26K ﹤0.01% 2347
2022
Q3 		$61K Buy
511
+376
+279% +$46K ﹤0.01% 2242
2022
Q2 		$13K Buy
+135
New +$14.4K ﹤0.01% 2976
2019
Q2 		– Sell
-19
Closed -$1K – 1712
2019
Q1 		$1K Buy
+19
New +$1.03K ﹤0.01% 1845

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

Rockefeller Capital Management's CSW Position: Q2 2026 in Review

Rockefeller Capital Management increased its CSW Industrials (CSW) stake by 24% in Q2 2026, buying an estimated $3.2M and bringing the position to 60,168 shares worth $16.7M. The position accounts for 0.03% of the portfolio, ranked #541.

Rockefeller Capital Management first reported a position in CSW in Q1 2019 and has held it in 10 quarters since. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Rockefeller Capital Management held 60,168 shares of CSW Industrials worth $16.7M as of Q2 2026.
  • Rockefeller Capital Management bought 11,519 CSW Industrials shares in Q2 2026, an estimated $3.2M.
  • CSW Industrials made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #541 holding.
  • Rockefeller Capital Management first reported a position in CSW Industrials in Q1 2019 and has held it in 10 quarters since.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.