TWP
CSW

TFO Wealth Partners’s CSW Industrials CSW Stock Holding History

TFO Wealth Partners’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 		$223K Hold
800
– – 0.02% 63
2026
Q1 		$208K Buy
+800
New +$233K 0.03% 69
2023
Q1 		– Sell
-79
Closed -$5K – 851
2022
Q4 		$5K Buy
+79
New +$9.45K ﹤0.01% 167

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

TFO Wealth Partners's CSW Position: Q2 2026 in Review

TFO Wealth Partners held its CSW Industrials (CSW) position steady in Q2 2026 at 800 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #63.

TFO Wealth Partners first reported a position in CSW in Q4 2022 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • TFO Wealth Partners held 800 shares of CSW Industrials worth $223K as of Q2 2026.
  • TFO Wealth Partners left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up 0.02% of TFO Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • TFO Wealth Partners first reported a position in CSW Industrials in Q4 2022 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on TFO Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.