Ancora Advisors’s CSW Industrials CSW Stock Holding History

Ancora Advisors’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	-2	Closed	-$587	–	2435
2025 Q4	$587	Hold	2	–	–	﹤0.01%	2287
2025 Q3	$485	Sell	2 -1	-33%	-$268	﹤0.01%	1839
2025 Q2	$860	Buy	+3	New	+$906	﹤0.01%	1768

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ancora Advisors's CSW Position: Q1 2026 in Review

Ancora Advisors sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 2 shares — an estimated $587 sold.

Ancora Advisors first reported a position in CSW in Q2 2025 and held it in 3 quarters. The position peaked at $860 in Q2 2025. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

Ancora Advisors reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
Ancora Advisors sold 2 CSW Industrials shares in Q1 2026, an estimated $587.
Ancora Advisors first reported a position in CSW Industrials in Q2 2025 and held it in 3 quarters.
Ancora Advisors's CSW Industrials position peaked at $860 in Q2 2025.
348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.