SC
CSW

Saturna Capital’s CSW Industrials CSW Stock Holding History

Saturna Capital’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 		– Sell
-1,313
Closed -$342K – 144
2026
Q1 		$342K Sell
1,313
-1,729
-57% -$502K ﹤0.01% 128
2025
Q4 		$893K Hold
3,042
– – 0.01% 98
2025
Q3 		$738K Sell
3,042
-353
-10% -$94.7K 0.01% 104
2025
Q2 		$974K Sell
3,395
-56
-2% -$16.9K 0.01% 100
2025
Q1 		$1.01M Sell
3,451
-606
-15% -$197K 0.02% 97
2024
Q4 		$1.43M Hold
4,057
– – 0.02% 89
2024
Q3 		$1.49M Sell
4,057
-3,295
-45% -$1.03M 0.02% 90
2024
Q2 		$1.95M Sell
7,352
-257
-3% -$63.7K 0.03% 84
2024
Q1 		$1.79M Hold
7,609
– – 0.02% 93
2023
Q4 		$1.58M Sell
7,609
-116
-2% -$21K 0.02% 96
2023
Q3 		$1.35M Hold
7,725
– – 0.02% 97
2023
Q2 		$1.28M Hold
7,725
– – 0.02% 99
2023
Q1 		$1.07M Buy
7,725
+655
+9% +$88.4K 0.02% 103
2022
Q4 		$820K Hold
7,070
– – 0.02% 109
2022
Q3 		$847K Hold
7,070
– – 0.02% 106
2022
Q2 		$728K Hold
7,070
– – 0.02% 113
2022
Q1 		$831K Buy
7,070
+70
+1% +$8.24K 0.02% 108
2021
Q4 		$846K Hold
7,000
– – 0.02% 110
2021
Q3 		$894K Hold
7,000
– – 0.02% 106
2021
Q2 		$829K Hold
7,000
– – 0.02% 114
2021
Q1 		$945K Hold
7,000
– – 0.02% 106
2020
Q4 		$783K Hold
7,000
– – 0.02% 111
2020
Q3 		$541K Hold
7,000
– – 0.01% 119
2020
Q2 		$484K Hold
7,000
– – 0.01% 124
2020
Q1 		$454K Buy
7,000
+3,000
+75% +$217K 0.01% 122
2019
Q4 		$308K Hold
4,000
– – 0.01% 159
2019
Q3 		$276K Buy
+4,000
New +$276K 0.01% 161

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

Saturna Capital's CSW Position: Q2 2026 in Review

Saturna Capital sold out of CSW Industrials (CSW) in Q2 2026, closing a stake of 1,313 shares — an estimated $342K sold.

Saturna Capital first reported a position in CSW in Q3 2019 and held it in 27 quarters. The position peaked at $1.95M in Q2 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Saturna Capital reported no remaining CSW Industrials position as of Q2 2026 after selling out during the quarter.
  • Saturna Capital sold 1,313 CSW Industrials shares in Q2 2026, an estimated $342K.
  • Saturna Capital first reported a position in CSW Industrials in Q3 2019 and held it in 27 quarters.
  • Saturna Capital's CSW Industrials position peaked at $1.95M in Q2 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Saturna Capital's 13F filing for Q2 2026, filed 14 Aug 2026.