AWM
CSW

Abound Wealth Management’s CSW Industrials CSW Stock Holding History

Abound Wealth Management’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
Q1 		– Sell
-1
Closed -$294 – 1517
2025
Q4 		$294 Hold
1
– – ﹤0.01% 1052
2025
Q3 		$243 Hold
1
– – ﹤0.01% 1063
2025
Q2 		$287 Hold
1
– – ﹤0.01% 932
2025
Q1 		$292 Hold
1
– – ﹤0.01% 877
2024
Q4 		$353 Hold
1
– – ﹤0.01% 846
2024
Q3 		$367 Buy
+1
New +$312 ﹤0.01% 933

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abound Wealth Management's CSW Position: Q1 2026 in Review

Abound Wealth Management sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 1 share — an estimated $294 sold.

Abound Wealth Management first reported a position in CSW in Q3 2024 and held it in 6 quarters. The position peaked at $367 in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Abound Wealth Management reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1 CSW Industrials share in Q1 2026, an estimated $294.
  • Abound Wealth Management first reported a position in CSW Industrials in Q3 2024 and held it in 6 quarters.
  • Abound Wealth Management's CSW Industrials position peaked at $367 in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.