Covestor’s CSW Industrials CSW Stock Holding History

Covestor’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 Q1	$76K	Sell	290 -478	-62%	-$139K	0.05%	426
2025 Q4	$226K	Buy	768 +16	+2%	+$4.27K	0.12%	178
2025 Q3	$183K	Buy	752 +199	+36%	+$53.4K	0.1%	253
2025 Q2	$159K	Buy	553 +110	+25%	+$33.2K	0.09%	286
2025 Q1	$129K	Buy	443 +199	+82%	+$64.6K	0.09%	342
2024 Q4	$86K	Sell	244 -19	-7%	-$7.39K	0.05%	607
2024 Q3	$96K	Buy	263 +39	+17%	+$12.2K	0.06%	535
2024 Q2	$60K	Sell	224 -142	-39%	-$35.2K	0.04%	772
2024 Q1	$86K	Sell	366 -44	-11%	-$9.81K	0.05%	628
2023 Q4	$85K	Sell	410 -125	-23%	-$22.7K	0.06%	591
2023 Q3	$94K	Buy	535 +9	+2%	+$1.59K	0.07%	451
2023 Q2	$87K	Buy	526 +524	+26,200%	+$75.7K	0.07%	520
2023 Q1	$0	Hold	2	–	–	﹤0.01%	2105
2022 Q4	$0	Hold	2	–	–	﹤0.01%	2137
2022 Q3	$0	Sell	2 -1	-33%	-$122	﹤0.01%	2078
2022 Q2	$0	Sell	3 -4	-57%	-$426	﹤0.01%	1989
2022 Q1	$1K	Sell	7 -2	-22%	-$235	﹤0.01%	1768
2021 Q4	$1K	Buy	+9	New	+$1.17K	﹤0.01%	1699

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return