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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
Q2 		$25.9K Sell
93
-144
-61% -$39.9K ﹤0.01% 3303
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
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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's CSW Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its CSW Industrials (CSW) stake by 61% in Q2 2026, selling an estimated $39.9K and leaving 93 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3303.

Steward Partners Investment Advisory first reported a position in CSW in Q3 2025 and has held it in 4 quarters since. The position peaked at $69.6K in Q4 2025. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Steward Partners Investment Advisory held 93 shares of CSW Industrials worth $25.9K as of Q2 2026.
  • Steward Partners Investment Advisory sold 144 CSW Industrials shares in Q2 2026, an estimated $39.9K.
  • CSW Industrials made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3303 holding.
  • Steward Partners Investment Advisory first reported a position in CSW Industrials in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's CSW Industrials position peaked at $69.6K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.