First Horizon Advisors’s CSW Industrials CSW Stock Holding History

First Horizon 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
2025 Q2	$65.1K	Hold	227	–	–	﹤0.01%	862
2025 Q1	$66.2K	Buy	227 +31	+16%	+$10.1K	﹤0.01%	818
2024 Q4	$69.2K	Sell	196 -27	-12%	-$10.5K	﹤0.01%	821
2024 Q3	$81.7K	Hold	223	–	–	﹤0.01%	791
2024 Q2	$59.2K	Sell	223 -24	-10%	-$5.95K	﹤0.01%	852
2024 Q1	$57.9K	Sell	247 -22	-8%	-$4.9K	﹤0.01%	883
2023 Q4	$55.8K	Sell	269 -46	-15%	-$8.34K	﹤0.01%	882
2023 Q3	$55.2K	Hold	315	–	–	﹤0.01%	819
2023 Q2	$52.3K	Hold	315	–	–	﹤0.01%	863
2023 Q1	$43.8K	Buy	315 +44	+16%	+$5.94K	﹤0.01%	931
2022 Q4	$31.4K	Hold	271	–	–	﹤0.01%	1075
2022 Q3	$32K	Hold	271	–	–	﹤0.01%	1026
2022 Q2	$27K	Buy	+271	New	+$28.9K	﹤0.01%	1171
2022 Q1	–	Sell	-271	Closed	-$32K	–	1820
2021 Q4	$32K	Sell	271 -43	-14%	-$5.6K	﹤0.01%	1106
2021 Q3	$40K	Hold	314	–	–	﹤0.01%	995
2021 Q2	$37K	Hold	314	–	–	﹤0.01%	884
2021 Q1	$42K	Hold	314	–	–	﹤0.01%	804
2020 Q4	$35K	Sell	314 -41	-12%	-$4.09K	﹤0.01%	713
2020 Q3	$27K	Hold	355	–	–	﹤0.01%	721
2020 Q2	$24K	Hold	355	–	–	﹤0.01%	731
2020 Q1	$23K	Buy	+355	New	+$25.7K	﹤0.01%	671

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

First Horizon Advisors's CSW Position: Q2 2025 in Review

First Horizon Advisors held its CSW Industrials (CSW) position steady in Q2 2025 at 227 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

First Horizon Advisors first reported a position in CSW in Q1 2020 and has held it in 21 quarters since. The position peaked at $81.7K in Q3 2024. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

First Horizon Advisors held 227 shares of CSW Industrials worth $65.1K as of Q2 2025.
First Horizon Advisors left its CSW Industrials share count unchanged in Q2 2025.
CSW Industrials made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #862 holding.
First Horizon Advisors first reported a position in CSW Industrials in Q1 2020 and has held it in 21 quarters since.
First Horizon Advisors's CSW Industrials position peaked at $81.7K in Q3 2024.
369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.