Envestnet Portfolio Solutions
CSW

Envestnet Portfolio Solutions’s CSW Industrials CSW Stock Holding History

Envestnet Portfolio Solutions’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 		$288K Sell
1,104
-714
-39% -$208K ﹤0.01% 1138
2025
Q4 		$534K Buy
1,818
+470
+35% +$125K ﹤0.01% 1027
2025
Q3 		$327K Sell
1,348
-37
-3% -$9.93K ﹤0.01% 1202
2025
Q2 		$397K Sell
1,385
-123
-8% -$37.2K ﹤0.01% 1210
2025
Q1 		$439K Sell
1,508
-302
-17% -$98K ﹤0.01% 1109
2024
Q4 		$638K Sell
1,810
-57
-3% -$22.2K ﹤0.01% 1114
2024
Q3 		$684K Buy
1,867
+46
+3% +$14.4K ﹤0.01% 1050
2024
Q2 		$483K Buy
1,821
+297
+19% +$73.7K ﹤0.01% 1160
2024
Q1 		$358K Buy
1,524
+203
+15% +$45.2K ﹤0.01% 1264
2023
Q4 		$274K Sell
1,321
-183
-12% -$33.2K ﹤0.01% 1341
2023
Q3 		$264K Buy
+1,504
New +$266K ﹤0.01% 1293

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
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