CWM
CSW

Congress Wealth Management’s CSW Industrials CSW Stock Holding History

Congress Wealth 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
2025
Q2 		$8.88M Sell
30,965
-746
-2% -$225K 0.09% 272
2025
Q1 		$9.24M Sell
31,711
-2,802
-8% -$909K 0.11% 221
2024
Q4 		$12.2M Buy
34,513
+880
+3% +$342K 0.17% 174
2024
Q3 		$12.3M Buy
33,633
+3,190
+10% +$996K 0.16% 183
2024
Q2 		$8.08M Buy
30,443
+1,538
+5% +$381K 0.13% 200
2024
Q1 		$6.78M Buy
28,905
+25,249
+691% +$5.63M 0.12% 197
2023
Q4 		$758K Hold
3,656
– – 0.01% 414
2023
Q3 		$641K Sell
3,656
-15
-0.4% -$2.65K 0.01% 424
2023
Q2 		$610K Sell
3,671
-4
-0.1% -$578 0.01% 396
2023
Q1 		$511K Buy
+3,675
New +$496K 0.01% 416
2022
Q4 		– Sell
-2,028
Closed -$243K – 559
2022
Q3 		$243K Buy
+2,028
New +$248K 0.01% 498

Other funds holding CSW

BlackRock
BlackRock New York $5.7T 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 $5.01B AUM 6.26% 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