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Atlantic Edge Private Wealth Management’s Capital Southwest CSWC Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-200
Closed -$4.41K – 543
2025
Q2 		$4.41K Hold
200
– – ﹤0.01% 428
2025
Q1 		$4.46K Hold
200
– – ﹤0.01% 417
2024
Q4 		$4.36K Hold
200
– – ﹤0.01% 403
2024
Q3 		$5.06K Hold
200
– – ﹤0.01% 396
2024
Q2 		$5.22K Buy
+200
New +$5.13K ﹤0.01% 368

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CSWC Position: Q3 2025 in Review

Atlantic Edge Private Wealth Management sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 200 shares — an estimated $4.41K sold.

Atlantic Edge Private Wealth Management first reported a position in CSWC in Q2 2024 and held it in 5 quarters. The position peaked at $5.22K in Q2 2024. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 200 Capital Southwest shares in Q3 2025, an estimated $4.41K.
  • Atlantic Edge Private Wealth Management first reported a position in Capital Southwest in Q2 2024 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Capital Southwest position peaked at $5.22K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.