J. Goldman & Co’s CSW Industrials CSW Stock Holding History

J. Goldman & Co’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	-10,275	Closed	-$3.02M	–	707
2025 Q4	$3.02M	Buy	+10,275	New	+$2.74M	0.08%	268

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

J. Goldman & Co's CSW Position: Q1 2026 in Review

J. Goldman & Co sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 10,275 shares — an estimated $3.02M sold.

J. Goldman & Co first reported a position in CSW in Q4 2025 and held it in 1 quarter. The position peaked at $3.02M in Q4 2025. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

J. Goldman & Co reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
J. Goldman & Co sold 10,275 CSW Industrials shares in Q1 2026, an estimated $3.02M.
J. Goldman & Co first reported a position in CSW Industrials in Q4 2025 and held it in 1 quarter.
J. Goldman & Co's CSW Industrials position peaked at $3.02M in Q4 2025.
350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.