SIC
CSW

Schwartz Investment Counsel’s CSW Industrials CSW Stock Holding History

Schwartz Investment Counsel’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 		$7.38M Buy
26,535
+535
+2% +$148K 0.25% 74
2026
Q1 		$6.77M Hold
26,000
– – 0.24% 73
2025
Q4 		$7.63M Buy
+26,000
New +$6.93M 0.27% 77

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

Schwartz Investment Counsel's CSW Position: Q2 2026 in Review

Schwartz Investment Counsel increased its CSW Industrials (CSW) stake by 2.1% in Q2 2026, buying an estimated $148K and bringing the position to 26,535 shares worth $7.38M. The position accounts for 0.25% of the portfolio, ranked #74.

Schwartz Investment Counsel first reported a position in CSW in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.63M in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Schwartz Investment Counsel held 26,535 shares of CSW Industrials worth $7.38M as of Q2 2026.
  • Schwartz Investment Counsel bought 535 CSW Industrials shares in Q2 2026, an estimated $148K.
  • CSW Industrials made up 0.25% of Schwartz Investment Counsel's portfolio in Q2 2026, its #74 holding.
  • Schwartz Investment Counsel first reported a position in CSW Industrials in Q4 2025 and has held it in 3 quarters since.
  • Schwartz Investment Counsel's CSW Industrials position peaked at $7.63M in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.