U.S. Capital Wealth Advisors’s CSW Industrials CSW Stock Holding History

U.S. Capital 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	$860K	Hold	3,300	–	–	0.02%	553
2025 Q4	$969K	Hold	3,300	–	–	0.03%	497
2025 Q3	$801K	Hold	3,300	–	–	0.02%	522
2025 Q2	$947K	Hold	3,300	–	–	0.03%	438
2025 Q1	$962K	Sell	3,300 -200	-6%	-$64.9K	0.03%	431
2024 Q4	$1.23M	Buy	3,500 +1,000	+40%	+$389K	0.04%	393
2024 Q3	$916K	Buy	+2,500	New	+$780K	0.03%	364

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's CSW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors held its CSW Industrials (CSW) position steady in Q1 2026 at 3,300 shares worth $860K. The position accounts for 0.02% of the portfolio, ranked #553.

U.S. Capital Wealth Advisors first reported a position in CSW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2024. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

U.S. Capital Wealth Advisors held 3,300 shares of CSW Industrials worth $860K as of Q1 2026.
U.S. Capital Wealth Advisors left its CSW Industrials share count unchanged in Q1 2026.
CSW Industrials made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #553 holding.
U.S. Capital Wealth Advisors first reported a position in CSW Industrials in Q3 2024 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's CSW Industrials position peaked at $1.23M in Q4 2024.
348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.