Jacobs Levy Equity Management
CSW

Jacobs Levy Equity Management’s CSW Industrials CSW Stock Holding History

Jacobs Levy Equity Management’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
Q4 		– Sell
-1,277
Closed -$310K – 950
2025
Q3 		$310K Sell
1,277
-1,493
-54% -$401K ﹤0.01% 877
2025
Q2 		$795K Buy
+2,770
New +$837K ﹤0.01% 801
2019
Q1 		– Sell
-4,510
Closed -$218K – 973
2018
Q4 		$218K Hold
4,510
– – ﹤0.01% 859
2018
Q3 		$242K Hold
4,510
– – ﹤0.01% 900
2018
Q2 		$238K Buy
+4,510
New +$214K ﹤0.01% 925

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Jacobs Levy Equity Management's CSW Position: Q4 2025 in Review

Jacobs Levy Equity Management sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 1,277 shares — an estimated $310K sold.

Jacobs Levy Equity Management first reported a position in CSW in Q2 2018 and held it in 5 quarters. The position peaked at $795K in Q2 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Jacobs Levy Equity Management reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 1,277 CSW Industrials shares in Q4 2025, an estimated $310K.
  • Jacobs Levy Equity Management first reported a position in CSW Industrials in Q2 2018 and held it in 5 quarters.
  • Jacobs Levy Equity Management's CSW Industrials position peaked at $795K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2025, filed 13 Feb 2026.