EWA
CSW

EverSource Wealth Advisors’s CSW Industrials CSW Stock Holding History

EverSource Wealth Advisors’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 		$17.2K Buy
66
+8
+14% +$2.33K ﹤0.01% 2599
2025
Q4 		$17K Sell
58
-33
-36% -$8.8K ﹤0.01% 2488
2025
Q3 		$22.1K Buy
91
+1
+1% +$268 ﹤0.01% 2294
2025
Q2 		$25.8K Buy
90
+44
+96% +$13.3K ﹤0.01% 2096
2025
Q1 		$13.4K Buy
46
+9
+24% +$2.92K ﹤0.01% 1935
2024
Q4 		$13.1K Buy
37
+4
+12% +$1.56K ﹤0.01% 1868
2024
Q3 		$12.1K Buy
33
+8
+32% +$2.5K ﹤0.01% 1755
2024
Q2 		$8.11K Buy
25
+9
+56% +$2.23K ﹤0.01% 1972
2024
Q1 		$3.8K Buy
16
+1
+7% +$223 ﹤0.01% 2173
2023
Q4 		$3.11K Hold
15
– – ﹤0.01% 2039
2023
Q3 		$2.63K Hold
15
– – ﹤0.01% 1930
2023
Q2 		$2.49K Hold
15
– – ﹤0.01% 1967
2023
Q1 		$2.08K Hold
15
– – ﹤0.01% 1928
2022
Q4 		$1.74K Hold
15
– – ﹤0.01% 1954
2022
Q3 		$2K Hold
15
– – ﹤0.01% 1647
2022
Q2 		$2K Buy
+15
New +$1.6K ﹤0.01% 1485

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