FGP
CSW

Freestone Grove Partners’s CSW Industrials CSW Stock Holding History

Freestone Grove Partners’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
Q4 		– Sell
-5,867
Closed -$1.42M – 771
2025
Q3 		$1.42M Buy
5,867
+1,650
+39% +$443K 0.01% 401
2025
Q2 		$1.21M Buy
+4,217
New +$1.27M 0.01% 420
2025
Q1 		– Sell
-1,036
Closed -$366K – 627
2024
Q4 		$366K Buy
+1,036
New +$403K ﹤0.01% 431

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Freestone Grove Partners's CSW Position: Q4 2025 in Review

Freestone Grove Partners sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 5,867 shares — an estimated $1.42M sold.

Freestone Grove Partners first reported a position in CSW in Q4 2024 and held it in 3 quarters. The position peaked at $1.42M in Q3 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Freestone Grove Partners reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 5,867 CSW Industrials shares in Q4 2025, an estimated $1.42M.
  • Freestone Grove Partners first reported a position in CSW Industrials in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's CSW Industrials position peaked at $1.42M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.