BIA
CSW

Bell Investment Advisors’s CSW Industrials CSW Stock Holding History

Bell Investment 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 		$4.43K Hold
17
– – ﹤0.01% 1007
2025
Q4 		$4.99K Hold
17
– – ﹤0.01% 969
2025
Q3 		$4.13K Hold
17
– – ﹤0.01% 1025
2025
Q2 		$4.88K Hold
17
– – ﹤0.01% 984
2025
Q1 		$4.96K Hold
17
– – ﹤0.01% 915
2024
Q4 		$6K Hold
17
– – ﹤0.01% 845
2024
Q3 		$6.23K Hold
17
– – ﹤0.01% 823
2024
Q2 		$4.51K Hold
17
– – ﹤0.01% 969
2024
Q1 		$3.99K Buy
17
+3
+21% +$669 ﹤0.01% 1043
2023
Q4 		$2.9K Buy
14
+2
+17% +$363 ﹤0.01% 1168
2023
Q3 		$2.1K Buy
12
+3
+33% +$531 ﹤0.01% 1255
2023
Q2 		$1.5K Sell
9
-3
-25% -$433 ﹤0.01% 1436
2023
Q1 		$1.67K Sell
12
-4
-25% -$540 ﹤0.01% 1351
2022
Q4 		$1.85K Buy
+16
New +$1.91K ﹤0.01% 1331

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
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