Loomis, Sayles & Company
CSW

Loomis, Sayles & Company’s CSW Industrials CSW Stock Holding History

Loomis, Sayles & Company’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 		$26.9M Sell
103,243
-8,614
-8% -$2.5M 0.04% 182
2025
Q4 		$32.8M Sell
111,857
-5,226
-4% -$1.39M 0.04% 165
2025
Q3 		$28.4M Sell
117,083
-3,021
-3% -$811K 0.03% 179
2025
Q2 		$34.4M Sell
120,104
-2,817
-2% -$851K 0.04% 156
2025
Q1 		$35.8M Buy
122,921
+26,890
+28% +$8.73M 0.05% 143
2024
Q4 		$33.9M Buy
96,031
+26,189
+37% +$10.2M 0.04% 171
2024
Q3 		$25.6M Buy
+69,842
New +$21.8M 0.03% 228
2024
Q2 		– Sell
-29,309
Closed -$6.88M – 718
2024
Q1 		$6.88M Hold
29,309
– – 0.01% 387
2023
Q4 		$6.08M Buy
+29,309
New +$5.32M 0.01% 383

Other funds holding CSW

BlackRock
BlackRock New York $5.72T 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company's CSW Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its CSW Industrials (CSW) stake by 7.7% in Q1 2026, selling an estimated $2.5M and leaving 103,243 shares worth $26.9M. The position accounts for 0.04% of the portfolio, ranked #182.

Loomis, Sayles & Company first reported a position in CSW in Q4 2023 and has held it in 9 quarters since. The position peaked at $35.8M in Q1 2025. 349 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Loomis, Sayles & Company held 103,243 shares of CSW Industrials worth $26.9M as of Q1 2026.
  • Loomis, Sayles & Company sold 8,614 CSW Industrials shares in Q1 2026, an estimated $2.5M.
  • CSW Industrials made up 0.04% of Loomis, Sayles & Company's portfolio in Q1 2026, its #182 holding.
  • Loomis, Sayles & Company first reported a position in CSW Industrials in Q4 2023 and has held it in 9 quarters since.
  • Loomis, Sayles & Company's CSW Industrials position peaked at $35.8M in Q1 2025.
  • 349 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.