TPWA
CSW

Twin Peaks Wealth Advisors’s CSW Industrials CSW Stock Holding History

Twin Peaks 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
Q1 		$2.35K Buy
+9
New +$2.62K ﹤0.01% 1658
2025
Q3 		– Sell
-41
Closed -$11.3K – 600
2025
Q2 		$11.3K Buy
+41
New +$12.4K ﹤0.01% 873

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's CSW Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in CSW Industrials (CSW) in Q1 2026: 9 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #1658 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CSW as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CSW in Q2 2025 and has held it in 2 quarters since. The position peaked at $11.3K in Q2 2025. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Twin Peaks Wealth Advisors held 9 shares of CSW Industrials worth $2.35K as of Q1 2026.
  • CSW Industrials was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • CSW Industrials made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1658 holding.
  • Twin Peaks Wealth Advisors first reported a position in CSW Industrials in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's CSW Industrials position peaked at $11.3K in Q2 2025.
  • 348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.