SAM
CSW

Smartleaf Asset Management’s CSW Industrials CSW Stock Holding History

Smartleaf Asset 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 		$122K Hold
451
– – ﹤0.01% 1065
2026
Q1 		$117K Sell
451
-20
-4% -$5.81K ﹤0.01% 1028
2025
Q4 		$142K Buy
471
+396
+528% +$106K 0.01% 989
2025
Q3 		$18K Buy
75
+31
+70% +$8.32K ﹤0.01% 1852
2025
Q2 		$12.8K Sell
44
-8
-15% -$2.42K ﹤0.01% 1738
2025
Q1 		$15.1K Buy
52
+14
+37% +$4.54K ﹤0.01% 1749
2024
Q4 		$13.5K Buy
38
+4
+12% +$1.56K ﹤0.01% 1869
2024
Q3 		$12.6K Buy
34
+13
+62% +$4.06K ﹤0.01% 1630
2024
Q2 		$5.55K Buy
+21
New +$5.21K ﹤0.01% 1748

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

Smartleaf Asset Management's CSW Position: Q2 2026 in Review

Smartleaf Asset Management held its CSW Industrials (CSW) position steady in Q2 2026 at 451 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Smartleaf Asset Management first reported a position in CSW in Q2 2024 and has held it in 9 quarters since. The position peaked at $142K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Smartleaf Asset Management held 451 shares of CSW Industrials worth $122K as of Q2 2026.
  • Smartleaf Asset Management left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1065 holding.
  • Smartleaf Asset Management first reported a position in CSW Industrials in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's CSW Industrials position peaked at $142K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.