EP
CSW

Edgestream Partners’s CSW Industrials CSW Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-7,635
Closed -$1.85M – 975
2025
Q3 		$1.85M Sell
7,635
-13,270
-63% -$3.56M 0.05% 545
2025
Q2 		$6M Sell
20,905
-1,815
-8% -$548K 0.17% 240
2025
Q1 		$6.62M Buy
22,720
+1,161
+5% +$377K 0.22% 146
2024
Q4 		$7.61M Buy
+21,559
New +$8.38M 0.32% 47
2024
Q3 		– Sell
-2,700
Closed -$716K – 882
2024
Q2 		$716K Buy
+2,700
New +$670K 0.03% 601

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Edgestream Partners's CSW Position: Q4 2025 in Review

Edgestream Partners sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 7,635 shares — an estimated $1.85M sold.

Edgestream Partners first reported a position in CSW in Q2 2024 and held it in 5 quarters. The position peaked at $7.61M in Q4 2024. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Edgestream Partners reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Edgestream Partners sold 7,635 CSW Industrials shares in Q4 2025, an estimated $1.85M.
  • Edgestream Partners first reported a position in CSW Industrials in Q2 2024 and held it in 5 quarters.
  • Edgestream Partners's CSW Industrials position peaked at $7.61M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Edgestream Partners's 13F filing for Q4 2025, filed 13 Feb 2026.