TPI
CSW

Trust Point Inc’s CSW Industrials CSW Stock Holding History

Trust Point Inc’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 		$333K Sell
1,198
-199
-14% -$55.2K 0.03% 318
2026
Q1 		$364K Buy
1,397
+187
+15% +$54.3K 0.03% 325
2025
Q4 		$355K Buy
1,210
+86
+8% +$22.9K 0.03% 322
2025
Q3 		$273K Sell
1,124
-3
-0.3% -$805 0.02% 384
2025
Q2 		$323K Sell
1,127
-654
-37% -$198K 0.03% 279
2025
Q1 		$519K Sell
1,781
-1,089
-38% -$353K 0.05% 210
2024
Q4 		$1.01M Sell
2,870
-1,593
-36% -$620K 0.07% 154
2024
Q3 		$1.64M Sell
4,463
-134
-3% -$41.8K 0.12% 87
2024
Q2 		$1.22M Buy
4,597
+119
+3% +$29.5K 0.1% 112
2024
Q1 		$1.05M Buy
4,478
+1,048
+31% +$234K 0.08% 151
2023
Q4 		$711K Buy
+3,430
New +$622K 0.06% 197

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

Trust Point Inc's CSW Position: Q2 2026 in Review

Trust Point Inc reduced its CSW Industrials (CSW) stake by 14% in Q2 2026, selling an estimated $55.2K and leaving 1,198 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #318.

Trust Point Inc first reported a position in CSW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Trust Point Inc held 1,198 shares of CSW Industrials worth $333K as of Q2 2026.
  • Trust Point Inc sold 199 CSW Industrials shares in Q2 2026, an estimated $55.2K.
  • CSW Industrials made up 0.03% of Trust Point Inc's portfolio in Q2 2026, its #318 holding.
  • Trust Point Inc first reported a position in CSW Industrials in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's CSW Industrials position peaked at $1.64M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.