Cetera Investment Advisers

Cetera Investment Advisers’s CSW Industrials CSW Stock Holding History

Cetera Investment Advisers’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	$1.21M	Buy	4,639 +1,857	+67%	+$540K	﹤0.01%	2740
2025 Q4	$817K	Sell	2,782 -343	-11%	-$91.5K	﹤0.01%	3007
2025 Q3	$759K	Buy	3,125 +1,970	+171%	+$529K	﹤0.01%	3032
2025 Q2	$331K	Sell	1,155 -10	-0.9%	-$3.02K	﹤0.01%	3316
2025 Q1	$340K	Buy	1,165 +281	+32%	+$91.2K	﹤0.01%	3161
2024 Q4	$312K	Sell	884 -10	-1%	-$3.89K	﹤0.01%	3093
2024 Q3	$328K	Sell	894 -4	-0.4%	-$1.25K	﹤0.01%	2989
2024 Q2	$238K	Buy	+898	New	+$223K	﹤0.01%	3241

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

Capital World Investors

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

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