SIS
CSW

Sound Income Strategies’s CSW Industrials CSW Stock Holding History

Sound Income Strategies’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
-153
Closed -$39.9K – 886
2026
Q1 		$39.9K Buy
153
+132
+629% +$38.4K ﹤0.01% 906
2025
Q4 		$6.96K Buy
+21
New +$5.6K ﹤0.01% 1665

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

Sound Income Strategies's CSW Position: Q2 2026 in Review

Sound Income Strategies sold out of CSW Industrials (CSW) in Q2 2026, closing a stake of 153 shares — an estimated $39.9K sold.

Sound Income Strategies first reported a position in CSW in Q4 2025 and held it in 2 quarters. The position peaked at $39.9K in Q1 2026. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Sound Income Strategies reported no remaining CSW Industrials position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 153 CSW Industrials shares in Q2 2026, an estimated $39.9K.
  • Sound Income Strategies first reported a position in CSW Industrials in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's CSW Industrials position peaked at $39.9K in Q1 2026.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.