LA
CSW

Lindenwold Advisors’s CSW Industrials CSW Stock Holding History

Lindenwold Advisors’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
-695
Closed -$203K – 112
2025
Q1 		$203K Sell
695
-135
-16% -$43.8K 0.11% 104
2024
Q4 		$293K Sell
830
-5
-0.6% -$1.95K 0.16% 96
2024
Q3 		$306K Buy
835
+5
+0.6% +$1.56K 0.15% 95
2024
Q2 		$220K Buy
+830
New +$206K 0.12% 104

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
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 $4.6B AUM 16.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Lindenwold Advisors's CSW Position: Q2 2025 in Review

Lindenwold Advisors sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 695 shares — an estimated $203K sold.

Lindenwold Advisors first reported a position in CSW in Q2 2024 and held it in 4 quarters. The position peaked at $306K in Q3 2024. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Lindenwold Advisors reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 695 CSW Industrials shares in Q2 2025, an estimated $203K.
  • Lindenwold Advisors first reported a position in CSW Industrials in Q2 2024 and held it in 4 quarters.
  • Lindenwold Advisors's CSW Industrials position peaked at $306K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Lindenwold Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.