Fidelity Investments
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Fidelity Investments’s Capital Southwest CSWC Stock Holding History

Fidelity Investments’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-150
Closed -$3.27K – 5362
2024
Q4 		$3.27K Buy
+150
New +$3.53K ﹤0.01% 4734
2024
Q2 		– Sell
-1
Closed -$25 – 5407
2024
Q1 		$25 Sell
1
-1
-50% -$24 ﹤0.01% 5146
2023
Q4 		$47 Buy
+2
New +$45 ﹤0.01% 5030
2023
Q2 		– Sell
-458
Closed -$8.15K – 5405
2023
Q1 		$8.15K Buy
+458
New +$8.43K ﹤0.01% 4214
2022
Q3 		– Sell
-1
Closed – – 4921
2022
Q2 		$0 Buy
+1
New +$22 ﹤0.01% 4976
2022
Q1 		– Sell
-1
Closed – – 5021
2021
Q4 		$0 Buy
+1
New +$27 ﹤0.01% 4410
2021
Q3 		– Sell
-1
Closed – – 4430
2021
Q2 		$0 Buy
+1
New +$25 ﹤0.01% 4328
2020
Q2 		– Sell
-1
Closed – – 3662
2020
Q1 		$0 Buy
+1
New +$18 ﹤0.01% 3700

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Fidelity Investments's CSWC Position: Q1 2025 in Review

Fidelity Investments sold out of Capital Southwest (CSWC) in Q1 2025, closing a stake of 150 shares — an estimated $3.27K sold.

Fidelity Investments first reported a position in CSWC in Q1 2020 and held it in 8 quarters. The position peaked at $8.15K in Q1 2023. 174 funds tracked by Wall St. Rank hold CSWC as of Q1 2025.

  • Fidelity Investments reported no remaining Capital Southwest position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 150 Capital Southwest shares in Q1 2025, an estimated $3.27K.
  • Fidelity Investments first reported a position in Capital Southwest in Q1 2020 and held it in 8 quarters.
  • Fidelity Investments's Capital Southwest position peaked at $8.15K in Q1 2023.
  • 174 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.