CA
CSW

Continuum Advisory’s CSW Industrials CSW Stock Holding History

Continuum Advisory’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 		– Sell
-2
Closed -$583 – 649
2025
Q1 		$583 Hold
2
– – ﹤0.01% 1568
2024
Q4 		$706 Hold
2
– – ﹤0.01% 1679
2024
Q3 		$816 Hold
2
– – ﹤0.01% 1673
2024
Q2 		$531 Hold
2
– – ﹤0.01% 1590
2024
Q1 		$493 Buy
+2
New +$446 ﹤0.01% 1610

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Continuum Advisory's CSW Position: Q2 2025 in Review

Continuum Advisory sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 2 shares — an estimated $583 sold.

Continuum Advisory first reported a position in CSW in Q1 2024 and held it in 5 quarters. The position peaked at $816 in Q3 2024. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Continuum Advisory reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 2 CSW Industrials shares in Q2 2025, an estimated $583.
  • Continuum Advisory first reported a position in CSW Industrials in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's CSW Industrials position peaked at $816 in Q3 2024.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.