TCI Wealth Advisors’s CSW Industrials CSW Stock Holding History

TCI Wealth Advisors’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	$240K	Hold	861	–	–	0.01%	237
2026 Q1	$224K	Sell	861 -3	-0.3%	-$872	0.01%	229
2025 Q4	$254K	Hold	864	–	–	0.01%	207
2025 Q3	$210K	Hold	864	–	–	0.01%	252
2025 Q2	$248K	Hold	864	–	–	0.02%	208
2025 Q1	$252K	Buy	864 +1	+0.1%	+$325	0.02%	185
2024 Q4	$304K	Hold	863	–	–	0.03%	171
2024 Q3	$316K	Buy	863 +1	+0.1%	+$312	0.03%	174
2024 Q2	$229K	Hold	862	–	–	0.02%	204
2024 Q1	$202K	Buy	+862	New	+$192K	0.02%	207
2023 Q2	–	Sell	-862	Closed	-$120K	–	673
2023 Q1	$120K	Hold	862	–	–	0.02%	253
2022 Q4	$99.9K	Hold	862	–	–	0.01%	267
2022 Q3	$103K	Buy	862 +1	+0.1%	+$122	0.02%	243
2022 Q2	$89K	Buy	861 +47	+6%	+$5.01K	0.01%	264
2022 Q1	$96K	Hold	814	–	–	0.01%	270
2021 Q4	$98K	Sell	814 -37	-4%	-$4.82K	0.01%	271
2021 Q3	$109K	Buy	851 +37	+5%	+$4.61K	0.02%	268
2021 Q2	$96K	Sell	814 -20	-2%	-$2.55K	0.02%	281
2021 Q1	$113K	Buy	834 +20	+2%	+$2.54K	0.05%	219
2020 Q4	$91K	Hold	814	–	–	0.04%	238
2020 Q3	$63K	Hold	814	–	–	0.02%	275
2020 Q2	$56K	Hold	814	–	–	0.02%	294
2020 Q1	$53K	Hold	814	–	–	0.03%	293
2019 Q4	$63K	Sell	814 -7	-0.9%	-$503	0.02%	334
2019 Q3	$57K	Buy	821 +7	+0.9%	+$484	0.03%	299
2019 Q2	$55K	Hold	814	–	–	0.02%	292
2019 Q1	$47K	Hold	814	–	–	0.02%	348
2018 Q4	$39K	Hold	814	–	–	0.02%	352
2018 Q3	$44K	Hold	814	–	–	0.02%	363
2018 Q2	$43K	Hold	814	–	–	0.02%	347
2018 Q1	$37K	Hold	814	–	–	0.02%	372
2017 Q4	$37K	Hold	814	–	–	0.02%	386
2017 Q3	$36K	Hold	814	–	–	0.02%	359
2017 Q2	$31K	Hold	814	–	–	0.02%	389
2017 Q1	$30K	Hold	814	–	–	0.02%	376
2016 Q4	$30K	Hold	814	–	–	0.02%	412
2016 Q3	$26K	Hold	814	–	–	0.01%	394
2016 Q2	$27K	Hold	814	–	–	0.02%	385
2016 Q1	$26K	Hold	814	–	–	0.01%	391
2015 Q4	$31K	Buy	+814	New	+$29.4K	0.02%	369

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

TCI Wealth Advisors's CSW Position: Q2 2026 in Review

TCI Wealth Advisors held its CSW Industrials (CSW) position steady in Q2 2026 at 861 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #237.

TCI Wealth Advisors first reported a position in CSW in Q4 2015 and has held it in 40 quarters since. The position peaked at $316K in Q3 2024. 106 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

TCI Wealth Advisors held 861 shares of CSW Industrials worth $240K as of Q2 2026.
TCI Wealth Advisors left its CSW Industrials share count unchanged in Q2 2026.
CSW Industrials made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #237 holding.
TCI Wealth Advisors first reported a position in CSW Industrials in Q4 2015 and has held it in 40 quarters since.
TCI Wealth Advisors's CSW Industrials position peaked at $316K in Q3 2024.
106 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.