DFP
CSW

Defined Financial Planning’s CSW Industrials CSW Stock Holding History

Defined Financial 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
2025
Q2 		– Sell
-885
Closed -$262K – 74
2025
Q1 		$262K Buy
+885
New +$287K 0.27% 64

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Defined Financial Planning's CSW Position: Q2 2025 in Review

Defined Financial Planning sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 885 shares — an estimated $262K sold.

Defined Financial Planning first reported a position in CSW in Q1 2025 and held it in 1 quarter. The position peaked at $262K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Defined Financial Planning reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 885 CSW Industrials shares in Q2 2025, an estimated $262K.
  • Defined Financial Planning first reported a position in CSW Industrials in Q1 2025 and held it in 1 quarter.
  • Defined Financial Planning's CSW Industrials position peaked at $262K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.