WA
CSW

Wealth Alliance’s CSW Industrials CSW Stock Holding History

Wealth Alliance’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 		$392K Buy
1,408
+7
+0.5% +$1.94K 0.03% 380
2026
Q1 		$365K Sell
1,401
-19
-1% -$5.52K 0.04% 376
2025
Q4 		$417K Buy
1,420
+386
+37% +$103K 0.04% 346
2025
Q3 		$251K Buy
1,034
+93
+10% +$25K 0.03% 478
2025
Q2 		$270K Buy
941
+176
+23% +$53.2K 0.03% 445
2025
Q1 		$223K Buy
+765
New +$248K 0.03% 476

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

Wealth Alliance's CSW Position: Q2 2026 in Review

Wealth Alliance increased its CSW Industrials (CSW) stake by 0.5% in Q2 2026, buying an estimated $1.94K and bringing the position to 1,408 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #380.

Wealth Alliance first reported a position in CSW in Q1 2025 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 355 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Wealth Alliance held 1,408 shares of CSW Industrials worth $392K as of Q2 2026.
  • Wealth Alliance bought 7 CSW Industrials shares in Q2 2026, an estimated $1.94K.
  • CSW Industrials made up 0.03% of Wealth Alliance's portfolio in Q2 2026, its #380 holding.
  • Wealth Alliance first reported a position in CSW Industrials in Q1 2025 and has held it in 6 quarters since.
  • Wealth Alliance's CSW Industrials position peaked at $417K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.