Congress Asset Management’s CSW Industrials CSW Stock Holding History

Congress Asset Management’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 Q2	$83.6M	Buy	300,506 +48,158	+19%	+$13.4M	0.51%	77
2026 Q1	$65.8M	Buy	252,348 +30,898	+14%	+$8.98M	0.47%	85
2025 Q4	$65M	Buy	221,450 +9,811	+5%	+$2.62M	0.46%	81
2025 Q3	$51.4M	Buy	211,639 +3,180	+2%	+$853K	0.34%	107
2025 Q2	$59.8M	Buy	208,459 +2,588	+1%	+$782K	0.41%	101
2025 Q1	$60M	Sell	205,871 -324	-0.2%	-$105K	0.45%	89
2024 Q4	$72.7M	Buy	206,195 +2,544	+1%	+$989K	0.49%	80
2024 Q3	$74.6M	Buy	203,651 +7,405	+4%	+$2.31M	0.51%	83
2024 Q2	$52.1M	Buy	196,246 +6,949	+4%	+$1.72M	0.37%	93
2024 Q1	$44.4M	Buy	189,297 +181,256	+2,254%	+$40.4M	0.32%	98
2023 Q4	$1.67M	Buy	8,041 +4,385	+120%	+$795K	0.01%	300
2023 Q3	$641K	Sell	3,656 -15	-0.4%	-$2.65K	0.01%	329
2023 Q2	$610K	Sell	3,671 -4	-0.1%	-$578	0.01%	324
2023 Q1	$511K	Buy	+3,675	New	+$496K	﹤0.01%	329
2022 Q4	–	Sell	-2,028	Closed	-$243K	–	378
2022 Q3	$243K	Buy	+2,028	New	+$248K	﹤0.01%	357

Other funds holding CSW

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return