Choreo LLC’s CSW Industrials CSW Stock Holding History

Choreo LLC’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	–	Sell	-706	Closed	-$218K	–	1631
2025 Q4	$218K	Buy	+706	New	+$188K	﹤0.01%	1408

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Choreo LLC's CSW Position: Q1 2026 in Review

Choreo LLC sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 706 shares — an estimated $218K sold.

Choreo LLC first reported a position in CSW in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

Choreo LLC reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
Choreo LLC sold 706 CSW Industrials shares in Q1 2026, an estimated $218K.
Choreo LLC first reported a position in CSW Industrials in Q4 2025 and held it in 1 quarter.
Choreo LLC's CSW Industrials position peaked at $218K in Q4 2025.
350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.