Dakota Wealth Management’s CSW Industrials CSW Stock Holding History

Dakota 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
2026 Q1	–	Sell	-685	Closed	-$201K	–	781
2025 Q4	$201K	Buy	+685	New	+$183K	﹤0.01%	751

Other funds holding CSW

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dakota Wealth Management's CSW Position: Q1 2026 in Review

Dakota Wealth Management sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 685 shares — an estimated $201K sold.

Dakota Wealth Management first reported a position in CSW in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

Dakota Wealth Management reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
Dakota Wealth Management sold 685 CSW Industrials shares in Q1 2026, an estimated $201K.
Dakota Wealth Management first reported a position in CSW Industrials in Q4 2025 and held it in 1 quarter.
Dakota Wealth Management's CSW Industrials position peaked at $201K in Q4 2025.
350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.