Valley Wealth Managers’s CSW Industrials CSW Stock Holding History

Valley Wealth Managers’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	$27.8K	Hold	100	–	–	﹤0.01%	245
2026 Q1	$26.1K	Buy	+100	New	+$29.1K	﹤0.01%	239

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Valley Wealth Managers's CSW Position: Q2 2026 in Review

Valley Wealth Managers held its CSW Industrials (CSW) position steady in Q2 2026 at 100 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

Valley Wealth Managers first reported a position in CSW in Q1 2026 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

Valley Wealth Managers held 100 shares of CSW Industrials worth $27.8K as of Q2 2026.
Valley Wealth Managers left its CSW Industrials share count unchanged in Q2 2026.
CSW Industrials made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #245 holding.
Valley Wealth Managers first reported a position in CSW Industrials in Q1 2026 and has held it in 2 quarters since.
354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.