HWM
CSW

HB Wealth Management’s CSW Industrials CSW Stock Holding History

HB 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 		$806K Sell
3,093
-112
-3% -$32.5K 0.01% 755
2025
Q4 		$941K Sell
3,205
-161
-5% -$42.9K 0.01% 650
2025
Q3 		$817K Sell
3,366
-217
-6% -$58.2K 0.01% 676
2025
Q2 		$1.03M Sell
3,583
-76
-2% -$23K 0.01% 524
2025
Q1 		$1.07M Sell
3,659
-176
-5% -$57.1K 0.01% 523
2024
Q4 		$1.35M Buy
+3,835
New +$1.49M 0.01% 361

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
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