TPCW
CSW

TD Private Client Wealth’s CSW Industrials CSW Stock Holding History

TD Private Client Wealth’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 		$1.39K Hold
5
– – ﹤0.01% 1422
2026
Q1 		$1.3K Hold
5
– – ﹤0.01% 1347
2025
Q4 		$1.47K Hold
5
– – ﹤0.01% 1314
2025
Q3 		$1.21K Buy
+5
New +$1.34K ﹤0.01% 1311
2025
Q2 		– Sell
-4
Closed -$1.17K – 1440
2025
Q1 		$1.17K Buy
+4
New +$1.3K ﹤0.01% 1274

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

TD Private Client Wealth's CSW Position: Q2 2026 in Review

TD Private Client Wealth held its CSW Industrials (CSW) position steady in Q2 2026 at 5 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

TD Private Client Wealth first reported a position in CSW in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.47K in Q4 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • TD Private Client Wealth held 5 shares of CSW Industrials worth $1.39K as of Q2 2026.
  • TD Private Client Wealth left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1422 holding.
  • TD Private Client Wealth first reported a position in CSW Industrials in Q1 2025 and has held it in 5 quarters since.
  • TD Private Client Wealth's CSW Industrials position peaked at $1.47K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.