Rothwell Investment Advisors, LLC’s CSW Industrials CSW Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$11.1K	Buy	+38	New	+$11.6K	0.01%	758

Other funds holding CSW

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Rothwell Investment Advisors, LLC's CSW Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in CSW Industrials (CSW) in Q3 2026: 38 shares worth $11.1K. The stake represents 0.01% of the portfolio and ranks #758 among its holdings.

165 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

Rothwell Investment Advisors, LLC held 38 shares of CSW Industrials worth $11.1K as of Q3 2026.
CSW Industrials was a new Rothwell Investment Advisors, LLC position in Q3 2026.
CSW Industrials made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #758 holding.
165 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.