HVIA
CSW

Hudson Valley Investment Advisors’s CSW Industrials CSW Stock Holding History

Hudson Valley Investment 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 		– Sell
-3,212
Closed -$943K – 148
2025
Q4 		$943K Hold
3,212
– – 0.1% 101
2025
Q3 		$780K Hold
3,212
– – 0.08% 110
2025
Q2 		$921K Hold
3,212
– – 0.1% 106
2025
Q1 		$936K Hold
3,212
– – 0.11% 97
2024
Q4 		$1.13M Hold
3,212
– – 0.13% 93
2024
Q3 		$1.18M Hold
3,212
– – 0.13% 95
2024
Q2 		$659K Hold
3,212
– – 0.09% 116
2024
Q1 		$754K Hold
3,212
– – 0.09% 110
2023
Q4 		$659K Hold
3,212
– – 0.09% 116
2023
Q3 		$563K Hold
3,212
– – 0.08% 128
2023
Q2 		$534K Hold
3,212
– – 0.07% 134
2023
Q1 		$446K Hold
3,212
– – 0.06% 150
2022
Q4 		$372K Hold
3,212
– – 0.06% 170
2022
Q3 		$385K Hold
3,212
– – 0.06% 164
2022
Q2 		$331K Hold
3,212
– – 0.05% 164
2022
Q1 		$378K Hold
3,212
– – 0.05% 167
2021
Q4 		$388K Hold
3,212
– – 0.06% 143
2021
Q3 		$410K Sell
3,212
-100
-3% -$12.5K 0.07% 134
2021
Q2 		$392K Hold
3,312
– – 0.07% 131
2021
Q1 		$447K Hold
3,312
– – 0.08% 124
2020
Q4 		$371K Hold
3,312
– – 0.07% 121
2020
Q3 		$256K Hold
3,312
– – 0.06% 129
2020
Q2 		$229K Hold
3,312
– – 0.05% 139
2020
Q1 		$215K Hold
3,312
– – 0.06% 135
2019
Q4 		$255K Hold
3,312
– – 0.05% 143
2019
Q3 		$229K Hold
3,312
– – 0.05% 143
2019
Q2 		$226K Buy
+3,312
New +$207K 0.05% 147
2019
Q1 		– Sell
-8,264
Closed -$400K – 162
2018
Q4 		$400K Buy
8,264
+4,132
+100% +$205K 0.09% 120
2018
Q3 		$222K Buy
+4,132
New +$225K 0.05% 131

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.6B AUM 16.08% 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

Hudson Valley Investment Advisors's CSW Position: Q1 2026 in Review

Hudson Valley Investment Advisors sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 3,212 shares — an estimated $943K sold.

Hudson Valley Investment Advisors first reported a position in CSW in Q3 2018 and held it in 29 quarters. The position peaked at $1.18M in Q3 2024. 349 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Hudson Valley Investment Advisors reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,212 CSW Industrials shares in Q1 2026, an estimated $943K.
  • Hudson Valley Investment Advisors first reported a position in CSW Industrials in Q3 2018 and held it in 29 quarters.
  • Hudson Valley Investment Advisors's CSW Industrials position peaked at $1.18M in Q3 2024.
  • 349 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.