GWM
CSW

Greenline Wealth Management’s CSW Industrials CSW Stock Holding History

Greenline Wealth Management’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 		– Sell
-44
Closed -$13K – 196
2025
Q4 		$13K Buy
+44
New +$11.7K 0.01% 314

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenline Wealth Management's CSW Position: Q1 2026 in Review

Greenline Wealth Management sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 44 shares — an estimated $13K sold.

Greenline Wealth Management first reported a position in CSW in Q4 2025 and held it in 1 quarter. The position peaked at $13K in Q4 2025. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Greenline Wealth Management reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 44 CSW Industrials shares in Q1 2026, an estimated $13K.
  • Greenline Wealth Management first reported a position in CSW Industrials in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's CSW Industrials position peaked at $13K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.