Creative Planning

Creative Planning’s CSW Industrials CSW Stock Holding History

Creative Planning’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	$11.2M	Buy	43,063 +29,835	+226%	+$8.67M	0.01%	645
2025 Q4	$3.88M	Buy	13,228 +7,086	+115%	+$1.89M	﹤0.01%	1187
2025 Q3	$1.49M	Sell	6,142 -1,973	-24%	-$529K	﹤0.01%	1769
2025 Q2	$2.33M	Sell	8,115 -201	-2%	-$60.7K	﹤0.01%	1215
2025 Q1	$2.42M	Buy	8,316 +48	+0.6%	+$15.6K	﹤0.01%	1061
2024 Q4	$2.92M	Buy	8,268 +881	+12%	+$343K	﹤0.01%	915
2024 Q3	$2.71M	Buy	7,387 +2,041	+38%	+$637K	﹤0.01%	912
2024 Q2	$1.42M	Buy	5,346 +1,729	+48%	+$429K	﹤0.01%	1175
2024 Q1	$849K	Buy	3,617 +1,629	+82%	+$363K	﹤0.01%	1448
2023 Q4	$412K	Buy	1,988 +1,943	+4,318%	+$352K	﹤0.01%	1841
2023 Q3	$7.89K	Buy	+45	New	+$7.96K	﹤0.01%	2675
2023 Q2	–	Sell	-2	Closed	-$278	–	2688
2023 Q1	$278	Buy	+2	New	+$270	﹤0.01%	2607
2017 Q3	–	Sell	-275	Closed	-$11K	–	2265
2017 Q2	$11K	Hold	275	–	–	﹤0.01%	3562
2017 Q1	$10K	Hold	275	–	–	﹤0.01%	3583
2016 Q4	$10K	Buy	+275	New	+$9.34K	﹤0.01%	3542

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