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Creative Planning CSW Position History
CSW Industrials, Inc. • Industrials
Quarters held
8
Latest value
$10.3M
Q3 2026
Peak value
$11.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $89K |
| Q4 2025 | $3.9M |
| Q1 2026 | $11.2M |
| Q2 2026 | $97K |
| Q2 2026 | $10.9M |
| Q3 2026 | $111K |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 35.6K | — | — |
| Q3 2026 | $111K | 385 | — | — |
| Q2 2026 | $10.9M | 39.2K | — | — |
| Q2 2026 | $97K | 348 | — | — |
| Q1 2026 | $11.2M | 43.1K | — | — |
| Q4 2025 | $3.9M | 13.2K | — | — |
| Q3 2025 | $89K | 365 | — | — |
| Q3 2025 | $1.4M | 5.8K | — | — |
Other funds holding CSW
$227.7M
$195.6M
$192.9M
$187.6M
$187.6M
$171.7M
$167.1M