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AIM
CSW
Anchor Investment Management’s
CSW Industrials
CSW
Stock Holding History
Anchor Investment 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
$281K
Sell
1,080
-55
-5%
-$16K
0.02%
328
2025
Q4
$333K
Sell
1,135
-38
-3%
-$10.1K
0.03%
307
2025
Q3
$285K
Hold
1,173
–
–
0.02%
326
2025
Q2
$336K
Sell
1,173
-10
-0.8%
-$3.02K
0.03%
301
2025
Q1
$345K
Hold
1,183
–
–
0.03%
295
2024
Q4
$417K
Sell
1,183
-104
-8%
-$40.4K
0.04%
273
2024
Q3
$472K
Buy
1,287
+32
+3%
+$9.99K
0.04%
268
2024
Q2
$333K
Hold
1,255
–
–
0.03%
281
2024
Q1
$294K
Buy
1,255
+25
+2%
+$5.57K
0.03%
298
2023
Q4
$255K
Buy
1,230
+10
+0.8%
+$1.81K
0.03%
310
2023
Q3
$214K
Hold
1,220
–
–
0.03%
330
2023
Q2
$203K
Sell
1,220
-250
-17%
-$36.1K
0.03%
338
2023
Q1
$204K
Hold
1,470
–
–
0.03%
343
2022
Q4
$170K
Sell
1,470
-450
-23%
-$53.8K
0.02%
356
2022
Q3
$230K
Hold
1,920
–
–
0.04%
313
2022
Q2
$198K
Buy
+1,920
New
+$205K
0.03%
349
2021
Q3
–
Sell
-915
Closed
-$108K
–
942
2021
Q2
$108K
Hold
915
–
–
0.02%
448
2021
Q1
$124K
Buy
915
+815
+815%
+$103K
0.02%
412
2020
Q4
$11.2K
Hold
100
–
–
﹤0.01%
666
2020
Q3
$7.72K
Buy
+100
New
+$7.25K
﹤0.01%
687
Other funds holding CSW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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