VHAM
CSW

Van Hulzen Asset Management’s CSW Industrials CSW Stock Holding History

Van Hulzen Asset Management’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 		$1.09M Sell
3,913
-786
-17% -$218K 0.08% 165
2026
Q1 		$1.22M Sell
4,699
-689
-13% -$200K 0.09% 139
2025
Q4 		$1.58M Sell
5,388
-470
-8% -$125K 0.12% 120
2025
Q3 		$1.42M Sell
5,858
-147
-2% -$39.4K 0.11% 128
2025
Q2 		$1.72M Sell
6,005
-2,879
-32% -$870K 0.14% 114
2025
Q1 		$2.59M Buy
8,884
+2,786
+46% +$904K 0.24% 84
2024
Q4 		$2.15M Buy
6,098
+407
+7% +$158K 0.16% 106
2024
Q3 		$2.08M Sell
5,691
-3,367
-37% -$1.05M 0.15% 112
2024
Q2 		$2.4M Buy
9,058
+328
+4% +$81.4K 0.16% 97
2024
Q1 		$2.05M Buy
8,730
+860
+11% +$192K 0.14% 114
2023
Q4 		$1.63M Buy
7,870
+126
+2% +$22.9K 0.11% 119
2023
Q3 		$1.36M Buy
7,744
+1,883
+32% +$333K 0.1% 127
2023
Q2 		$974K Buy
5,861
+943
+19% +$136K 0.08% 123
2023
Q1 		$683K Buy
4,918
+812
+20% +$110K 0.06% 147
2022
Q4 		$476K Buy
4,106
+240
+6% +$28.7K 0.05% 179
2022
Q3 		$463K Sell
3,866
-2,321
-38% -$284K 0.06% 174
2022
Q2 		$637K Sell
6,187
-213
-3% -$22.7K 0.08% 148
2022
Q1 		$753K Buy
6,400
+754
+13% +$88.7K 0.08% 133
2021
Q4 		$682K Buy
5,646
+1,290
+30% +$168K 0.07% 147
2021
Q3 		$556K Buy
4,356
+17
+0.4% +$2.12K 0.08% 141
2021
Q2 		$514K Buy
4,339
+690
+19% +$88K 0.08% 145
2021
Q1 		$493K Buy
3,649
+1,349
+59% +$171K 0.08% 144
2020
Q4 		$257K Buy
+2,300
New +$230K 0.04% 228
2020
Q1 		– Sell
-5,733
Closed -$441K – 258
2019
Q4 		$441K Sell
5,733
-947
-14% -$68.1K 0.09% 162
2019
Q3 		$461K Buy
+6,680
New +$462K 0.1% 152

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

Van Hulzen Asset Management's CSW Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its CSW Industrials (CSW) stake by 17% in Q2 2026, selling an estimated $218K and leaving 3,913 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #165.

Van Hulzen Asset Management first reported a position in CSW in Q3 2019 and has held it in 25 quarters since. The position peaked at $2.59M in Q1 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Van Hulzen Asset Management held 3,913 shares of CSW Industrials worth $1.09M as of Q2 2026.
  • Van Hulzen Asset Management sold 786 CSW Industrials shares in Q2 2026, an estimated $218K.
  • CSW Industrials made up 0.08% of Van Hulzen Asset Management's portfolio in Q2 2026, its #165 holding.
  • Van Hulzen Asset Management first reported a position in CSW Industrials in Q3 2019 and has held it in 25 quarters since.
  • Van Hulzen Asset Management's CSW Industrials position peaked at $2.59M in Q1 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.