Kathleen S. Wright Associates’s CSW Industrials CSW Stock Holding History

Kathleen S. Wright Associates’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 Q3	$490K	Hold	2,000	–	–	0.18%	74
2025 Q2	$567K	Hold	2,000	–	–	0.22%	71
2025 Q1	$632K	Hold	2,000	–	–	0.26%	66
2024 Q4	$749K	Hold	2,000	–	–	0.31%	60
2024 Q3	$743K	Hold	2,000	–	–	0.31%	60
2024 Q2	$575K	Hold	2,000	–	–	0.26%	68
2024 Q1	$471K	Hold	2,000	–	–	0.22%	74
2023 Q4	$420K	Hold	2,000	–	–	0.21%	77
2023 Q3	$353K	Buy	+2,000	New	+$354K	0.2%	80
2023 Q1	–	Sell	-2,000	Closed	-$232K	–	174
2022 Q4	$232K	Hold	2,000	–	–	0.16%	83
2022 Q3	$240K	Hold	2,000	–	–	0.19%	76
2022 Q2	$206K	Hold	2,000	–	–	0.17%	77
2022 Q1	$235K	Hold	2,000	–	–	0.17%	75
2021 Q4	$242K	Buy	+2,000	New	+$261K	0.18%	73

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kathleen S. Wright Associates's CSW Position: Q3 2025 in Review

Kathleen S. Wright Associates held its CSW Industrials (CSW) position steady in Q3 2025 at 2,000 shares worth $490K. The position accounts for 0.18% of the portfolio, ranked #74.

Kathleen S. Wright Associates first reported a position in CSW in Q4 2021 and has held it in 14 quarters since. The position peaked at $749K in Q4 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

Kathleen S. Wright Associates held 2,000 shares of CSW Industrials worth $490K as of Q3 2025.
Kathleen S. Wright Associates left its CSW Industrials share count unchanged in Q3 2025.
CSW Industrials made up 0.18% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #74 holding.
Kathleen S. Wright Associates first reported a position in CSW Industrials in Q4 2021 and has held it in 14 quarters since.
Kathleen S. Wright Associates's CSW Industrials position peaked at $749K in Q4 2024.
346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.