CSC
CSW

Caldwell Sutter Capital’s CSW Industrials CSW Stock Holding History

Caldwell Sutter Capital’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 		$541K Hold
2,078
– – 0.22% 113
2025
Q4 		$610K Sell
2,078
-934
-31% -$249K 0.26% 99
2025
Q3 		$731K Hold
3,012
– – 0.31% 86
2025
Q2 		$864K Sell
3,012
-300
-9% -$90.6K 0.4% 67
2025
Q1 		$966K Hold
3,312
– – 0.46% 57
2024
Q4 		$1.17M Sell
3,312
-200
-6% -$77.8K 0.54% 47
2024
Q3 		$1.29M Sell
3,512
-4,852
-58% -$1.51M 0.6% 45
2024
Q2 		$2.22M Sell
8,364
-300
-3% -$74.4K 1.1% 13
2024
Q1 		$2.03M Hold
8,664
– – 0.98% 18
2023
Q4 		$1.8M Hold
8,664
– – 0.91% 20
2023
Q3 		$1.52M Sell
8,664
-500
-5% -$88.5K 0.84% 27
2023
Q2 		$1.52M Hold
9,164
– – 0.8% 28
2023
Q1 		$1.27M Buy
9,164
+628
+7% +$84.8K 0.93% 26
2022
Q4 		$990K Buy
+8,536
New +$1.02M 0.87% 33

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