Focus Partners Wealth

Focus Partners Wealth’s CSW Industrials CSW Stock Holding History

Focus Partners Wealth’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	$1.27M	Sell	4,862 -873	-15%	-$254K	﹤0.01%	1515
2025 Q4	$1.68M	Sell	5,735 -697	-11%	-$186K	﹤0.01%	1401
2025 Q3	$1.55M	Sell	6,432 -1	-0%	-$268	﹤0.01%	1114
2025 Q2	$1.85M	Buy	6,433 +1,066	+20%	+$322K	﹤0.01%	924
2025 Q1	$1.56M	Sell	5,367 -11	-0.2%	-$3.57K	﹤0.01%	916
2024 Q4	$1.9M	Sell	5,378 -42	-0.8%	-$16.3K	﹤0.01%	846
2024 Q3	$1.99M	Buy	5,420 +14	+0.3%	+$4.37K	0.01%	770
2024 Q2	$1.43M	Buy	5,406 +18	+0.3%	+$4.46K	﹤0.01%	714
2024 Q1	$1.26M	Hold	5,388	–	–	0.01%	567
2023 Q4	$1.12M	Buy	+5,388	New	+$977K	0.01%	433

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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