Sequoia Financial Advisors’s CSW Industrials CSW Stock Holding History

Sequoia Financial 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 Q2	$984K	Buy	3,534 +320	+10%	+$88.8K	﹤0.01%	956
2026 Q1	$838K	Sell	3,214 -99	-3%	-$28.8K	﹤0.01%	977
2025 Q4	$972K	Buy	3,313 +254	+8%	+$67.7K	0.01%	900
2025 Q3	$743K	Sell	3,059 -85	-3%	-$22.8K	﹤0.01%	940
2025 Q2	$902K	Buy	3,144 +22	+0.7%	+$6.64K	0.01%	729
2025 Q1	$910K	Buy	3,122 +34	+1%	+$11K	0.01%	652
2024 Q4	$1.09M	Buy	3,088 +7	+0.2%	+$2.72K	0.01%	557
2024 Q3	$1.13M	Buy	+3,081	New	+$962K	0.01%	509

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sequoia Financial Advisors's CSW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its CSW Industrials (CSW) stake by 10% in Q2 2026, buying an estimated $88.8K and bringing the position to 3,534 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Sequoia Financial Advisors first reported a position in CSW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Sequoia Financial Advisors held 3,534 shares of CSW Industrials worth $984K as of Q2 2026.
Sequoia Financial Advisors bought 320 CSW Industrials shares in Q2 2026, an estimated $88.8K.
CSW Industrials made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #956 holding.
Sequoia Financial Advisors first reported a position in CSW Industrials in Q3 2024 and has held it in 8 quarters since.
Sequoia Financial Advisors's CSW Industrials position peaked at $1.13M in Q3 2024.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.