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Global Financial Private Client’s CSW Industrials CSW Stock Holding History

Global Financial Private Client’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 		– Sell
-4
Closed -$1.17K – 532
2025
Q1 		$1.17K Buy
4
+3
+300% +$974 ﹤0.01% 1023
2024
Q4 		$353 Buy
+1
New +$389 ﹤0.01% 1058

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Global Financial Private Client's CSW Position: Q2 2025 in Review

Global Financial Private Client sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 4 shares — an estimated $1.17K sold.

Global Financial Private Client first reported a position in CSW in Q4 2024 and held it in 2 quarters. The position peaked at $1.17K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Global Financial Private Client reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 CSW Industrials shares in Q2 2025, an estimated $1.17K.
  • Global Financial Private Client first reported a position in CSW Industrials in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's CSW Industrials position peaked at $1.17K in Q1 2025.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.