BA
CSW

Bridgewater Associates’s CSW Industrials CSW Stock Holding History

Bridgewater Associates’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
-9,593
Closed -$2.82M – 1054
2025
Q4 		$2.82M Buy
+9,593
New +$2.56M 0.01% 689
2025
Q1 		– Sell
-1,499
Closed -$529K – 707
2024
Q4 		$529K Sell
1,499
-2,075
-58% -$807K ﹤0.01% 576
2024
Q3 		$1.31M Buy
3,574
+269
+8% +$84K 0.01% 564
2024
Q2 		$877K Buy
+3,305
New +$820K ﹤0.01% 684
2024
Q1 		– Sell
-6,374
Closed -$1.32M – 716
2023
Q4 		$1.32M Buy
6,374
+573
+10% +$104K 0.01% 598
2023
Q3 		$1.02M Buy
+5,801
New +$1.03M 0.01% 600

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