IWC
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Integrated Wealth Concepts’s CSW Industrials CSW Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-970
Closed -$283K – 1917
2025
Q1 		$283K Buy
970
+162
+20% +$52.6K ﹤0.01% 1435
2024
Q4 		$285K Sell
808
-173
-18% -$67.3K ﹤0.01% 1399
2024
Q3 		$359K Sell
981
-155
-14% -$48.4K ﹤0.01% 1232
2024
Q2 		$301K Hold
1,136
– – ﹤0.01% 1318
2024
Q1 		$267K Hold
1,136
– – ﹤0.01% 1383
2023
Q4 		$236K Buy
+1,136
New +$206K ﹤0.01% 1387

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Integrated Wealth Concepts's CSW Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 970 shares — an estimated $283K sold.

Integrated Wealth Concepts first reported a position in CSW in Q4 2023 and held it in 6 quarters. The position peaked at $359K in Q3 2024. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 970 CSW Industrials shares in Q2 2025, an estimated $283K.
  • Integrated Wealth Concepts first reported a position in CSW Industrials in Q4 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's CSW Industrials position peaked at $359K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.