DWM
CSW

Dogwood Wealth Management’s CSW Industrials CSW Stock Holding History

Dogwood 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
-11
Closed -$3.23K – 877
2025
Q4 		$3.23K Buy
+11
New +$2.93K ﹤0.01% 490
2025
Q3 		– Sell
-23
Closed -$6.58K – 761
2025
Q2 		$6.58K Buy
+23
New +$6.95K ﹤0.01% 367

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dogwood Wealth Management sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 11 shares — an estimated $3.23K sold.

Dogwood Wealth Management first reported a position in CSW in Q2 2025 and held it in 2 quarters. The position peaked at $6.58K in Q2 2025. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Dogwood Wealth Management reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 11 CSW Industrials shares in Q1 2026, an estimated $3.23K.
  • Dogwood Wealth Management first reported a position in CSW Industrials in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's CSW Industrials position peaked at $6.58K in Q2 2025.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.