VWM
CSW

Venturi Wealth Management’s CSW Industrials CSW Stock Holding History

Venturi Wealth 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 		$552K Buy
1,986
+48
+2% +$13.3K 0.02% 355
2026
Q1 		$505K Buy
+1,938
New +$563K 0.02% 350
2025
Q1 		– Sell
-23
Closed -$8.12K – 849
2024
Q4 		$8.12K Buy
23
+15
+188% +$5.83K ﹤0.01% 1488
2024
Q3 		$2.93K Sell
8
-132
-94% -$41.2K ﹤0.01% 1601
2024
Q2 		$37.1K Buy
+140
New +$34.7K ﹤0.01% 761

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

Venturi Wealth Management's CSW Position: Q2 2026 in Review

Venturi Wealth Management increased its CSW Industrials (CSW) stake by 2.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,986 shares worth $552K. The position accounts for 0.02% of the portfolio, ranked #355.

Venturi Wealth Management first reported a position in CSW in Q2 2024 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Venturi Wealth Management held 1,986 shares of CSW Industrials worth $552K as of Q2 2026.
  • Venturi Wealth Management bought 48 CSW Industrials shares in Q2 2026, an estimated $13.3K.
  • CSW Industrials made up 0.02% of Venturi Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Venturi Wealth Management first reported a position in CSW Industrials in Q2 2024 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.