CSPIA
CSW

Cary Street Partners Investment Advisory’s CSW Industrials CSW Stock Holding History

Cary Street Partners Investment Advisory’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
2025
Q2 		– Sell
-21
Closed -$6.12K – 596
2025
Q1 		$6.12K Buy
+21
New +$6.82K ﹤0.01% 511

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Cary Street Partners Investment Advisory's CSW Position: Q2 2025 in Review

Cary Street Partners Investment Advisory sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 21 shares — an estimated $6.12K sold.

Cary Street Partners Investment Advisory first reported a position in CSW in Q1 2025 and held it in 1 quarter. The position peaked at $6.12K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Cary Street Partners Investment Advisory reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 21 CSW Industrials shares in Q2 2025, an estimated $6.12K.
  • Cary Street Partners Investment Advisory first reported a position in CSW Industrials in Q1 2025 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's CSW Industrials position peaked at $6.12K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.