Aviva

Aviva’s CSW Industrials CSW Stock Holding History

Aviva’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	-1,725	Closed	-$506K	–	866
2025 Q4	$506K	Sell	1,725 -149	-8%	-$39.7K	﹤0.01%	743
2025 Q3	$455K	Buy	1,874 +324	+21%	+$86.9K	﹤0.01%	823
2025 Q2	$445K	Sell	1,550 -507	-25%	-$153K	﹤0.01%	830
2025 Q1	$600K	Buy	2,057 +551	+37%	+$179K	﹤0.01%	706
2024 Q4	$531K	Sell	1,506 -431	-22%	-$168K	﹤0.01%	812
2024 Q3	$710K	Buy	+1,937	New	+$605K	﹤0.01%	657
2024 Q2	–	Sell	-1,812	Closed	-$425K	–	926
2024 Q1	$425K	Buy	+1,812	New	+$404K	﹤0.01%	890
2021 Q2	–	Sell	-9,049	Closed	-$1.22M	–	891
2021 Q1	$1.22M	Sell	9,049 -7,818	-46%	-$992K	0.01%	824
2020 Q4	$1.89M	Sell	16,867 -13,673	-45%	-$1.37M	0.01%	684
2020 Q3	$2.36M	Sell	30,540 -2,806	-8%	-$203K	0.01%	640
2020 Q2	$2.31M	Sell	33,346 -23,749	-42%	-$1.6M	0.01%	681
2020 Q1	$3.7M	Buy	57,095 +31,144	+120%	+$2.25M	0.03%	535
2019 Q4	$2M	Buy	+25,951	New	+$1.86M	0.01%	714

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