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CSW
Janney Montgomery Scott’s
CSW Industrials
CSW
Stock Holding History
Janney Montgomery Scott’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
-1,754
Closed
-$515K
–
2805
2025
Q4
$515K
Buy
1,754
+103
+6%
+$27.5K
﹤0.01%
2160
2025
Q3
$401K
Sell
1,651
-38
-2%
-$10.2K
﹤0.01%
2298
2025
Q2
$484K
Sell
1,689
-61
-3%
-$18.4K
﹤0.01%
2026
2025
Q1
$510K
Sell
1,750
-116
-6%
-$37.6K
﹤0.01%
1973
2024
Q4
$658K
Sell
1,866
-722
-28%
-$281K
﹤0.01%
1821
2024
Q3
$948K
Buy
2,588
+128
+5%
+$40K
﹤0.01%
1532
2024
Q2
$653K
Sell
2,460
-45
-2%
-$11.2K
﹤0.01%
1701
2024
Q1
$588K
Sell
2,505
-138
-5%
-$30.8K
﹤0.01%
1869
2023
Q4
$548K
Buy
2,643
+752
+40%
+$136K
﹤0.01%
1830
2023
Q3
$331K
Sell
1,891
-210
-10%
-$37.2K
﹤0.01%
2067
2023
Q2
$349K
Buy
2,101
+216
+11%
+$31.2K
﹤0.01%
2140
2023
Q1
$262K
Buy
1,885
+103
+6%
+$13.9K
﹤0.01%
2124
2022
Q4
$207K
Buy
+1,782
New
+$213K
﹤0.01%
2353
2022
Q1
–
Sell
-1,810
Closed
-$219K
–
2260
2021
Q4
$219K
Buy
1,810
+219
+14%
+$28.5K
﹤0.01%
2182
2021
Q3
$203K
Buy
+1,591
New
+$198K
﹤0.01%
2162
2021
Q2
–
Sell
-1,716
Closed
-$232K
–
2254
2021
Q1
$232K
Buy
+1,716
New
+$218K
﹤0.01%
1992
Other funds holding CSW
BlackRock
New York
$5.7T AUM
30.48%
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
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
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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