WT
CSW

Whittier Trust’s CSW Industrials CSW Stock Holding History

Whittier Trust’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 		$56.6K Sell
202
-50
-20% -$13.9K ﹤0.01% 856
2026
Q1 		$66.9K Buy
252
+50
+25% +$14.5K ﹤0.01% 789
2025
Q4 		$63.7K Hold
202
– – ﹤0.01% 821
2025
Q3 		$50.5K Hold
202
– – ﹤0.01% 847
2025
Q2 		$57.9K Hold
202
– – ﹤0.01% 909
2025
Q1 		$58.9K Buy
+202
New +$65.6K ﹤0.01% 900
2021
Q3 		– Sell
-32,000
Closed -$3.79M – 1511
2021
Q2 		$3.79M Hold
32,000
– – 0.07% 217
2021
Q1 		$4.32M Hold
32,000
– – 0.08% 192
2020
Q4 		$3.58M Hold
32,000
– – 0.08% 189
2020
Q3 		$2.47M Buy
+32,000
New +$2.32M 0.06% 216
2020
Q2 		– Sell
-32,000
Closed -$2.08M – 1417
2020
Q1 		$2.08M Hold
32,000
– – 0.07% 207
2019
Q4 		$2.46M Hold
32,000
– – 0.06% 218
2019
Q3 		$2.21M Hold
32,000
– – 0.06% 222
2019
Q2 		$2.18M Hold
32,000
– – 0.06% 218
2019
Q1 		$1.83M Hold
32,000
– – 0.06% 230
2018
Q4 		$1.55M Hold
32,000
– – 0.05% 246
2018
Q3 		$1.72M Hold
32,000
– – 0.05% 240
2018
Q2 		$1.69M Hold
32,000
– – 0.06% 237
2018
Q1 		$1.44M Hold
32,000
– – 0.05% 241
2017
Q4 		$1.47M Hold
32,000
– – 0.05% 247
2017
Q3 		$1.42M Hold
32,000
– – 0.05% 242
2017
Q2 		$1.24M Hold
32,000
– – 0.05% 252
2017
Q1 		$1.17M Hold
32,000
– – 0.05% 252
2016
Q4 		$1.18M Hold
32,000
– – 0.05% 244
2016
Q3 		$1.04M Hold
32,000
– – 0.05% 255
2016
Q2 		$1.04M Hold
32,000
– – 0.05% 248
2016
Q1 		$1.01M Hold
32,000
– – 0.04% 248
2015
Q4 		$1.21M Buy
+32,000
New +$1.16M 0.05% 244

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

Whittier Trust's CSW Position: Q2 2026 in Review

Whittier Trust reduced its CSW Industrials (CSW) stake by 20% in Q2 2026, selling an estimated $13.9K and leaving 202 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Whittier Trust first reported a position in CSW in Q4 2015 and has held it in 28 quarters since. The position peaked at $4.32M in Q1 2021. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Whittier Trust held 202 shares of CSW Industrials worth $56.6K as of Q2 2026.
  • Whittier Trust sold 50 CSW Industrials shares in Q2 2026, an estimated $13.9K.
  • CSW Industrials made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #856 holding.
  • Whittier Trust first reported a position in CSW Industrials in Q4 2015 and has held it in 28 quarters since.
  • Whittier Trust's CSW Industrials position peaked at $4.32M in Q1 2021.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.