AssetMark Inc

AssetMark Inc’s CSW Industrials CSW Stock Holding History

AssetMark Inc’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	$58.9K	Sell	226 -61	-21%	-$17.7K	﹤0.01%	1698
2025 Q4	$84.2K	Buy	287 +155	+117%	+$41.3K	﹤0.01%	1558
2025 Q3	$32K	Sell	132 -1,646	-93%	-$442K	﹤0.01%	1792
2025 Q2	$510K	Sell	1,778 -49	-3%	-$14.8K	﹤0.01%	1045
2025 Q1	$533K	Buy	1,827 +1,803	+7,513%	+$585K	﹤0.01%	971
2024 Q4	$8.47K	Buy	+24	New	+$9.33K	﹤0.01%	1826

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return