SGI
CSW

Summit Global Investments’s CSW Industrials CSW Stock Holding History

Summit Global Investments’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 		$206K Buy
+742
New +$206K 0.01% 513
2026
Q1 		– Sell
-1,365
Closed -$401K – 493
2025
Q4 		$401K Sell
1,365
-83
-6% -$22.1K 0.02% 373
2025
Q3 		$352K Sell
1,448
-2,154
-60% -$578K 0.02% 368
2025
Q2 		$1.03M Buy
+3,602
New +$1.09M 0.06% 198

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

Summit Global Investments's CSW Position: Q2 2026 in Review

Summit Global Investments opened a new position in CSW Industrials (CSW) in Q2 2026: 742 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Summit Global Investments previously reported a position in CSW as recently as Q4 2025.

Summit Global Investments first reported a position in CSW in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Summit Global Investments held 742 shares of CSW Industrials worth $206K as of Q2 2026.
  • CSW Industrials was a new Summit Global Investments position in Q2 2026.
  • CSW Industrials made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #513 holding.
  • Summit Global Investments first reported a position in CSW Industrials in Q2 2025 and has held it in 4 quarters since.
  • Summit Global Investments's CSW Industrials position peaked at $1.03M in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.