Wasatch Advisors
CSW icon

Wasatch Advisors’s CSW Industrials CSW Stock Holding History

Wasatch 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
Q3 		$172M Sell
596,128
-96,908
-14% -$29.6M 1.28% 19
2026
Q2 		$193M Sell
693,036
-180,623
-21% -$50.1M 1.26% 25
2026
Q1 		$228M Buy
873,659
+207,186
+31% +$60.2M 1.51% 19
2025
Q4 		$196M Buy
666,473
+66,147
+11% +$17.6M 1.16% 28
2025
Q3 		$146M Sell
600,326
-107,330
-15% -$28.8M 0.78% 42
2025
Q2 		$203M Buy
707,656
+118,430
+20% +$35.8M 1.06% 33
2025
Q1 		$172M Buy
589,226
+161,922
+38% +$52.6M 0.96% 41
2024
Q4 		$151M Sell
427,304
-10,879
-2% -$4.23M 0.75% 51
2024
Q3 		$161M Sell
438,183
-150,307
-26% -$46.9M 0.79% 48
2024
Q2 		$156M Buy
588,490
+2,130
+0.4% +$528K 0.84% 46
2024
Q1 		$138M Sell
586,360
-4,766
-0.8% -$1.06M 0.72% 49
2023
Q4 		$123M Buy
591,126
+86,427
+17% +$15.7M 0.68% 51
2023
Q3 		$88.4M Buy
504,699
+444,116
+733% +$78.6M 0.56% 54
2023
Q2 		$10.1M Sell
60,583
-395
-0.6% -$57K 0.06% 157
2023
Q1 		$8.47M Buy
60,978
+2,787
+5% +$376K 0.05% 173
2022
Q4 		$6.75M Buy
+58,191
New +$6.96M 0.05% 186

Other funds holding CSW

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Wasatch Advisors's CSW Position: Q3 2026 in Review

Wasatch Advisors reduced its CSW Industrials (CSW) stake by 14% in Q3 2026, selling an estimated $29.6M and leaving 596,128 shares worth $172M. The position accounts for 1.28% of the portfolio, ranked #19.

Wasatch Advisors first reported a position in CSW in Q4 2022 and has held it in 16 quarters since. The position peaked at $228M in Q1 2026. 27 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Wasatch Advisors held 596,128 shares of CSW Industrials worth $172M as of Q3 2026.
  • Wasatch Advisors sold 96,908 CSW Industrials shares in Q3 2026, an estimated $29.6M.
  • CSW Industrials made up 1.28% of Wasatch Advisors's portfolio in Q3 2026, its #19 holding.
  • Wasatch Advisors first reported a position in CSW Industrials in Q4 2022 and has held it in 16 quarters since.
  • Wasatch Advisors's CSW Industrials position peaked at $228M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.