AAS
CSW

Avantax Advisory Services’s CSW Industrials CSW Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$562K Buy
1,959
+1
+0.1% +$302 ﹤0.01% 1515
2025
Q1 		$571K Buy
1,958
+1,132
+137% +$367K ﹤0.01% 1419
2024
Q4 		$291K Buy
826
+46
+6% +$17.9K ﹤0.01% 1797
2024
Q3 		$286K Buy
780
+15
+2% +$4.68K ﹤0.01% 1791
2024
Q2 		$203K Buy
+765
New +$190K ﹤0.01% 1948

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Avantax Advisory Services's CSW Position: Q2 2025 in Review

Avantax Advisory Services increased its CSW Industrials (CSW) stake by 0.05% in Q2 2025, buying an estimated $302 and bringing the position to 1,959 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Avantax Advisory Services first reported a position in CSW in Q2 2024 and has held it in 5 quarters since. The position peaked at $571K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Avantax Advisory Services held 1,959 shares of CSW Industrials worth $562K as of Q2 2025.
  • Avantax Advisory Services bought 1 CSW Industrials share in Q2 2025, an estimated $302.
  • CSW Industrials made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1515 holding.
  • Avantax Advisory Services first reported a position in CSW Industrials in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's CSW Industrials position peaked at $571K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.