B. Metzler seel. Sohn & Co’s CSW Industrials CSW Stock Holding History

B. Metzler seel. Sohn & Co’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	$3.81M	Buy	14,609 +2,226	+18%	+$647K	0.04%	260
2025 Q4	$3.63M	Buy	12,383 +3,383	+38%	+$902K	0.03%	269
2025 Q3	$2.18M	Sell	9,000 -1,335	-13%	-$358K	0.02%	372
2025 Q2	$2.96M	Buy	10,335 +2,759	+36%	+$833K	0.03%	300
2025 Q1	$2.21M	Buy	7,576 +2,117	+39%	+$687K	0.02%	335
2024 Q4	$1.93M	Sell	5,459 -831	-13%	-$323K	0.02%	377
2024 Q3	$2.3M	Sell	6,290 -2,171	-26%	-$678K	0.02%	358
2024 Q2	$2.24M	Hold	8,461	–	–	0.02%	352
2024 Q1	$1.98M	Hold	8,461	–	–	0.02%	385
2023 Q4	$1.75M	Buy	8,461 +1,664	+24%	+$302K	0.02%	388
2023 Q3	$1.19M	Buy	+6,797	New	+$1.2M	0.02%	429

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