Beacon Pointe Advisors’s CSW Industrials CSW Stock Holding History

Beacon Pointe Advisors’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	$3.52M	Buy	13,502 +991	+8%	+$288K	0.02%	569
2025 Q4	$3.67M	Sell	12,511 -311	-2%	-$82.9K	0.03%	468
2025 Q3	$3.11M	Buy	12,822 +38	+0.3%	+$10.2K	0.03%	453
2025 Q2	$3.67M	Sell	12,784 -165	-1%	-$49.8K	0.04%	370
2025 Q1	$3.77M	Sell	12,949 -145	-1%	-$47.1K	0.04%	348
2024 Q4	$4.62M	Buy	13,094 +12,505	+2,123%	+$4.86M	0.05%	300
2024 Q3	$216K	Sell	589 -594	-50%	-$185K	﹤0.01%	1141
2024 Q2	$314K	Sell	1,183 -11,751	-91%	-$2.91M	﹤0.01%	1035
2024 Q1	$3.03M	Hold	12,934	–	–	0.03%	400
2023 Q4	$2.68M	Buy	+12,934	New	+$2.35M	0.03%	413

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