HFO
CSW

Heritage Family Offices’s CSW Industrials CSW Stock Holding History

Heritage Family Offices’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
-808
Closed -$237K – 209
2025
Q4 		$237K Sell
808
-20
-2% -$5.33K 0.11% 169
2025
Q3 		$201K Buy
828
+49
+6% +$13.2K 0.09% 190
2025
Q2 		$226K Hold
779
– – 0.11% 162
2025
Q1 		$227K Buy
779
+70
+10% +$22.7K 0.12% 157
2024
Q4 		$250K Sell
709
-249
-26% -$96.8K 0.12% 152
2024
Q3 		$351K Buy
958
+4
+0.4% +$1.25K 0.18% 113
2024
Q2 		$253K Buy
+954
New +$237K 0.14% 136

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

Heritage Family Offices's CSW Position: Q1 2026 in Review

Heritage Family Offices sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 808 shares — an estimated $237K sold.

Heritage Family Offices first reported a position in CSW in Q2 2024 and held it in 7 quarters. The position peaked at $351K in Q3 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Heritage Family Offices reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 808 CSW Industrials shares in Q1 2026, an estimated $237K.
  • Heritage Family Offices first reported a position in CSW Industrials in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's CSW Industrials position peaked at $351K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.