SPIA
CSW

Steward Partners Investment Advisory’s CSW Industrials CSW Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$61.8K Hold
237
– – ﹤0.01% 2670
2025
Q4 		$69.6K Sell
237
-10
-4% -$2.67K ﹤0.01% 2497
2025
Q3 		$60K Buy
+247
New +$66.3K ﹤0.01% 2513

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steward Partners Investment Advisory's CSW Position: Q1 2026 in Review

Steward Partners Investment Advisory held its CSW Industrials (CSW) position steady in Q1 2026 at 237 shares worth $61.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Steward Partners Investment Advisory first reported a position in CSW in Q3 2025 and has held it in 3 quarters since. The position peaked at $69.6K in Q4 2025. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Steward Partners Investment Advisory held 237 shares of CSW Industrials worth $61.8K as of Q1 2026.
  • Steward Partners Investment Advisory left its CSW Industrials share count unchanged in Q1 2026.
  • CSW Industrials made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2670 holding.
  • Steward Partners Investment Advisory first reported a position in CSW Industrials in Q3 2025 and has held it in 3 quarters since.
  • Steward Partners Investment Advisory's CSW Industrials position peaked at $69.6K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.