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CSW
Cambridge Investment Research Advisors’s
CSW Industrials
CSW
Stock Holding History
Cambridge Investment Research 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
$562K
Sell
2,156
-259
-11%
-$75.3K
﹤0.01%
2679
2025
Q4
$709K
Buy
2,415
+351
+17%
+$93.6K
﹤0.01%
2407
2025
Q3
$501K
Buy
2,064
+216
+12%
+$58K
﹤0.01%
2682
2025
Q2
$530K
Buy
1,848
+269
+17%
+$81.3K
﹤0.01%
2494
2025
Q1
$460K
Sell
1,579
-583
-27%
-$189K
﹤0.01%
2527
2024
Q4
$763K
Buy
2,162
+199
+10%
+$77.4K
﹤0.01%
2082
2024
Q3
$719K
Buy
1,963
+334
+21%
+$104K
﹤0.01%
2118
2024
Q2
$432K
Buy
1,629
+36
+2%
+$8.93K
﹤0.01%
2413
2024
Q1
$374K
Sell
1,593
-2
-0.1%
-$446
﹤0.01%
2527
2023
Q4
$331K
Sell
1,595
-80
-5%
-$14.5K
﹤0.01%
2517
2023
Q3
$293K
Buy
1,675
+31
+2%
+$5.49K
﹤0.01%
2510
2023
Q2
$273K
Hold
1,644
–
–
﹤0.01%
2614
2023
Q1
$228K
Buy
+1,644
New
+$222K
﹤0.01%
2717
2021
Q4
–
Sell
-1,659
Closed
-$212K
–
3194
2021
Q3
$212K
Buy
+1,659
New
+$207K
﹤0.01%
2764
2021
Q2
–
Sell
-1,648
Closed
-$222K
–
3105
2021
Q1
$222K
Buy
+1,648
New
+$209K
﹤0.01%
2530
2016
Q4
–
Sell
-29,355
Closed
-$951K
–
1735
2016
Q3
$951K
Buy
29,355
+11,197
+62%
+$368K
0.02%
705
2016
Q2
$592K
Buy
18,158
+800
+5%
+$26.1K
0.01%
860
2016
Q1
$547K
Buy
+17,358
New
+$557K
0.01%
846
Other funds holding CSW
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
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
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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