HWM
CSW

Hemington Wealth Management’s CSW Industrials CSW Stock Holding History

Hemington 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
2025
Q3 		$1K Sell
8
-6
-43% -$1.61K ﹤0.01% 1416
2025
Q2 		$4K Hold
14
– – ﹤0.01% 1140
2025
Q1 		$4K Buy
14
+6
+75% +$1.95K ﹤0.01% 1100
2024
Q4 		$2K Buy
8
+4
+100% +$1.56K ﹤0.01% 1248
2024
Q3 		$1K Buy
+4
New +$1.25K ﹤0.01% 1294

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hemington Wealth Management's CSW Position: Q3 2025 in Review

Hemington Wealth Management reduced its CSW Industrials (CSW) stake by 43% in Q3 2025, selling an estimated $1.61K and leaving 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Hemington Wealth Management first reported a position in CSW in Q3 2024 and has held it in 5 quarters since. The position peaked at $4K in Q2 2025. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

  • Hemington Wealth Management held 8 shares of CSW Industrials worth $1K as of Q3 2025.
  • Hemington Wealth Management sold 6 CSW Industrials shares in Q3 2025, an estimated $1.61K.
  • CSW Industrials made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1416 holding.
  • Hemington Wealth Management first reported a position in CSW Industrials in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's CSW Industrials position peaked at $4K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.