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Destination Wealth Management

SEC CIK
0001278573
Latest filing
Aug 14, 2026

CSW holding history

CSW Industrials, Inc. in every 13F filed by Destination Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSW overviewAll 13F holders of CSWFull Q2 2026 holdings

Shares (Q2 2026)
1,228
Value
$341.8K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2021
Holdings of CSW by Destination Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,228$341.8K<0.1%00.0%UnchangedHolders
Q1 20261,228$320.0K<0.1%00.0%UnchangedHolders
Q4 20251,228$360.5K<0.1%00.0%UnchangedHolders
Q3 20251,228$298.1K<0.1%−2−0.2%ReducedHolders
Q2 20251,230$352.8K<0.1%00.0%UnchangedHolders
Q1 20251,230$358.6K<0.1%+2+0.2%AddedHolders
Q4 20241,228$433.2K<0.1%00.0%UnchangedHolders
Q3 20241,228$449.9K<0.1%00.0%UnchangedHolders
Q2 20241,228$325.8K<0.1%00.0%UnchangedHolders
Q1 20241,228$288.1K<0.1%00.0%UnchangedHolders
Q4 20231,228$254.7K<0.1%00.0%UnchangedHolders
Q3 20231,228$215.2K<0.1%00.0%UnchangedHolders
Q2 20231,228$204.1K<0.1%+1,228NewHolders
Q1 20220$00.0%−2,341−100.0%Sold outHolders
Q4 20212,341$283.0K<0.1%+2,341NewHolders