Wealth Enhancement Advisory Services
CSW

Wealth Enhancement Advisory Services’s CSW Industrials CSW Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.14M Buy
4,068
+465
+13% +$129K ﹤0.01% 1978
2026
Q1 		$948K Buy
3,603
+59
+2% +$17.1K ﹤0.01% 1841
2025
Q4 		$1.12M Buy
3,544
+101
+3% +$26.9K ﹤0.01% 1883
2025
Q3 		$837K Buy
3,443
+20
+0.6% +$5.37K ﹤0.01% 1981
2025
Q2 		$1M Buy
3,423
+113
+3% +$34.1K ﹤0.01% 1752
2025
Q1 		$965K Sell
3,310
-76
-2% -$24.7K ﹤0.01% 1617
2024
Q4 		$1.19M Buy
3,386
+16
+0.5% +$6.22K ﹤0.01% 1449
2024
Q3 		$1.23M Buy
3,370
+19
+0.6% +$5.93K ﹤0.01% 1287
2024
Q2 		$889K Sell
3,351
-549
-14% -$136K ﹤0.01% 1336
2024
Q1 		$915K Buy
3,900
+8
+0.2% +$1.78K ﹤0.01% 1276
2023
Q4 		$807K Sell
3,892
-1,206
-24% -$219K ﹤0.01% 1252
2023
Q3 		$893K Buy
5,098
+958
+23% +$169K ﹤0.01% 1148
2023
Q2 		$688K Buy
4,140
+6
+0.1% +$866 0.01% 315
2023
Q1 		$574K Buy
+4,134
New +$558K 0.01% 373

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 Enhancement Advisory Services's CSW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CSW Industrials (CSW) stake by 13% in Q2 2026, buying an estimated $129K and bringing the position to 4,068 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Wealth Enhancement Advisory Services first reported a position in CSW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q3 2024. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,068 shares of CSW Industrials worth $1.14M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 465 CSW Industrials shares in Q2 2026, an estimated $129K.
  • CSW Industrials made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1978 holding.
  • Wealth Enhancement Advisory Services first reported a position in CSW Industrials in Q1 2023 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's CSW Industrials position peaked at $1.23M in Q3 2024.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.