HighTower Advisors

HighTower Advisors’s CSW Industrials CSW Stock Holding History

HighTower Advisors’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	$354K	Sell	1,356 -273	-17%	-$79.3K	﹤0.01%	3013
2025 Q4	$478K	Sell	1,629 -81	-5%	-$21.6K	﹤0.01%	2663
2025 Q3	$415K	Sell	1,710 -2,273	-57%	-$610K	﹤0.01%	2765
2025 Q2	$1.14M	Sell	3,983 -293	-7%	-$88.5K	﹤0.01%	1927
2025 Q1	$1.25M	Buy	4,276 +480	+13%	+$156K	﹤0.01%	1818
2024 Q4	$1.34M	Buy	3,796 +272	+8%	+$106K	﹤0.01%	1780
2024 Q3	$1.28M	Buy	3,524 +47	+1%	+$14.7K	﹤0.01%	1773
2024 Q2	$927K	Buy	3,477 +2,271	+188%	+$563K	﹤0.01%	1895
2024 Q1	$285K	Buy	+1,206	New	+$269K	﹤0.01%	2716

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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