Clearstead Trust’s CSW Industrials CSW Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-3	Closed	-$729	–	1132
2025 Q3	$729	Hold	3	–	–	﹤0.01%	1303
2025 Q2	$861	Buy	+3	New	+$906	﹤0.01%	1209

Other funds holding CSW

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

CCA

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Clearstead Trust's CSW Position: Q4 2025 in Review

Clearstead Trust sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 3 shares — an estimated $729 sold.

Clearstead Trust first reported a position in CSW in Q2 2025 and held it in 2 quarters. The position peaked at $861 in Q2 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

Clearstead Trust reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 3 CSW Industrials shares in Q4 2025, an estimated $729.
Clearstead Trust first reported a position in CSW Industrials in Q2 2025 and held it in 2 quarters.
Clearstead Trust's CSW Industrials position peaked at $861 in Q2 2025.
352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.