Wealth Alliance
CSW icon

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
Q3 		$402K Sell
1,396
-12
-0.9% -$3.66K 0.03% 360
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wealth Alliance's CSW Position: Q3 2026 in Review

Wealth Alliance reduced its CSW Industrials (CSW) stake by 0.85% in Q3 2026, selling an estimated $3.66K and leaving 1,396 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #360.

Wealth Alliance first reported a position in CSW in Q1 2025 and has held it in 7 quarters since. The position peaked at $417K in Q4 2025. 300 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Wealth Alliance held 1,396 shares of CSW Industrials worth $402K as of Q3 2026.
  • Wealth Alliance sold 12 CSW Industrials shares in Q3 2026, an estimated $3.66K.
  • CSW Industrials made up 0.03% of Wealth Alliance's portfolio in Q3 2026, its #360 holding.
  • Wealth Alliance first reported a position in CSW Industrials in Q1 2025 and has held it in 7 quarters since.
  • Wealth Alliance's CSW Industrials position peaked at $417K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.