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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Congress Wealth Management's CSW Position: Q2 2025 in Review

Congress Wealth Management reduced its CSW Industrials (CSW) stake by 2.4% in Q2 2025, selling an estimated $225K and leaving 30,965 shares worth $8.88M. The position accounts for 0.09% of the portfolio, ranked #272.

Congress Wealth Management first reported a position in CSW in Q3 2022 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2024. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

Congress Wealth Management held 30,965 shares of CSW Industrials worth $8.88M as of Q2 2025.
Congress Wealth Management sold 746 CSW Industrials shares in Q2 2025, an estimated $225K.
CSW Industrials made up 0.09% of Congress Wealth Management's portfolio in Q2 2025, its #272 holding.
Congress Wealth Management first reported a position in CSW Industrials in Q3 2022 and has held it in 11 quarters since.
Congress Wealth Management's CSW Industrials position peaked at $12.3M in Q3 2024.
369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.