SWM
CSW

Spire Wealth Management’s CSW Industrials CSW Stock Holding History

Spire Wealth 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 		$6.68K Hold
24
– – ﹤0.01% 1765
2026
Q1 		$6.25K Hold
24
– – ﹤0.01% 1778
2025
Q4 		$7.04K Hold
24
– – ﹤0.01% 1829
2025
Q3 		$5.83K Hold
24
– – ﹤0.01% 1922
2025
Q2 		$6.88K Hold
24
– – ﹤0.01% 1849
2025
Q1 		$7K Buy
+24
New +$7.79K ﹤0.01% 1963

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

Spire Wealth Management's CSW Position: Q2 2026 in Review

Spire Wealth Management held its CSW Industrials (CSW) position steady in Q2 2026 at 24 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1765.

Spire Wealth Management first reported a position in CSW in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.04K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Spire Wealth Management held 24 shares of CSW Industrials worth $6.68K as of Q2 2026.
  • Spire Wealth Management left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1765 holding.
  • Spire Wealth Management first reported a position in CSW Industrials in Q1 2025 and has held it in 6 quarters since.
  • Spire Wealth Management's CSW Industrials position peaked at $7.04K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.