SAG
CSW

SageView Advisory Group’s CSW Industrials CSW Stock Holding History

SageView Advisory Group’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 		$6.89M Sell
24,761
-3,062
-11% -$849K 0.23% 55
2026
Q1 		$7.25M Buy
27,823
+8,366
+43% +$2.43M 0.26% 47
2025
Q4 		$5.71M Sell
19,457
-5,064
-21% -$1.35M 0.19% 65
2025
Q3 		$5.95M Sell
24,521
-2,835
-10% -$761K 0.21% 61
2025
Q2 		$7.74M Buy
27,356
+8,216
+43% +$2.48M 0.29% 40
2025
Q1 		$5.58M Sell
19,140
-2,433
-11% -$790K 0.24% 46
2024
Q4 		$7.61M Buy
21,573
+10,756
+99% +$4.18M 0.33% 41
2024
Q3 		$3.96M Sell
10,817
-13,525
-56% -$4.22M 0.2% 66
2024
Q2 		$6.46M Buy
24,342
+6,440
+36% +$1.6M 0.3% 44
2024
Q1 		$4.2M Hold
17,902
– – 0.21% 62
2023
Q4 		$3.9M Buy
17,902
+9,877
+123% +$1.79M 0.17% 74
2023
Q3 		$1.41M Sell
8,025
-108
-1% -$19.1K 0.08% 162
2023
Q2 		$1.35M Buy
8,133
+47
+0.6% +$6.79K 0.08% 179
2023
Q1 		$1.12M Hold
8,086
– – 0.07% 187
2022
Q4 		$937K Buy
+8,086
New +$967K 0.08% 162

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 $3.37T 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
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

SageView Advisory Group's CSW Position: Q2 2026 in Review

SageView Advisory Group reduced its CSW Industrials (CSW) stake by 11% in Q2 2026, selling an estimated $849K and leaving 24,761 shares worth $6.89M. The position accounts for 0.23% of the portfolio, ranked #55.

SageView Advisory Group first reported a position in CSW in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.74M in Q2 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • SageView Advisory Group held 24,761 shares of CSW Industrials worth $6.89M as of Q2 2026.
  • SageView Advisory Group sold 3,062 CSW Industrials shares in Q2 2026, an estimated $849K.
  • CSW Industrials made up 0.23% of SageView Advisory Group's portfolio in Q2 2026, its #55 holding.
  • SageView Advisory Group first reported a position in CSW Industrials in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's CSW Industrials position peaked at $7.74M in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.