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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Alliance's CSW Position: Q1 2026 in Review

Wealth Alliance reduced its CSW Industrials (CSW) stake by 1.3% in Q1 2026, selling an estimated $5.52K and leaving 1,401 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #376.

Wealth Alliance first reported a position in CSW in Q1 2025 and has held it in 5 quarters since. The position peaked at $417K in Q4 2025. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Wealth Alliance held 1,401 shares of CSW Industrials worth $365K as of Q1 2026.
  • Wealth Alliance sold 19 CSW Industrials shares in Q1 2026, an estimated $5.52K.
  • CSW Industrials made up 0.04% of Wealth Alliance's portfolio in Q1 2026, its #376 holding.
  • Wealth Alliance first reported a position in CSW Industrials in Q1 2025 and has held it in 5 quarters since.
  • Wealth Alliance's CSW Industrials position peaked at $417K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.