Capital World Investors

Capital World Investors’s CSW Industrials CSW Stock Holding History

Capital World Investors’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	$187M	Sell	716,049 -336,431	-32%	-$97.8M	0.03%	318
2025 Q4	$309M	Buy	1,052,480 +6,733	+0.6%	+$1.8M	0.04%	250
2025 Q3	$254M	Buy	1,045,747 +462,795	+79%	+$124M	0.03%	257
2025 Q2	$167M	Buy	582,952 +26,113	+5%	+$7.89M	0.02%	288
2025 Q1	$162M	Hold	556,839	–	–	0.03%	290
2024 Q4	$196M	Sell	556,839 -36,331	-6%	-$14.1M	0.03%	279
2024 Q3	$217M	Buy	593,170 +216,597	+58%	+$67.6M	0.03%	271
2024 Q2	$99.9M	Hold	376,573	–	–	0.02%	333
2024 Q1	$88.3M	Buy	376,573 +340,939	+957%	+$76M	0.01%	358
2023 Q4	$7.39M	Buy	+35,634	New	+$6.46M	﹤0.01%	466

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

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return