LPL Financial

LPL Financial’s CSW Industrials CSW Stock Holding History

LPL Financial’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	$5.35M	Sell	20,536 -524	-2%	-$152K	﹤0.01%	2557
2025 Q4	$6.18M	Sell	21,060 -672	-3%	-$179K	﹤0.01%	2359
2025 Q3	$5.28M	Buy	21,732 +1,185	+6%	+$318K	﹤0.01%	2418
2025 Q2	$5.89M	Buy	20,547 +6,248	+44%	+$1.89M	﹤0.01%	2184
2025 Q1	$4.17M	Buy	14,299 +1,254	+10%	+$407K	﹤0.01%	2303
2024 Q4	$4.6M	Buy	13,045 +888	+7%	+$345K	﹤0.01%	2145
2024 Q3	$4.45M	Buy	12,157 +766	+7%	+$239K	﹤0.01%	2091
2024 Q2	$3.02M	Sell	11,391 -76	-0.7%	-$18.9K	﹤0.01%	2252
2024 Q1	$2.69M	Sell	11,467 -62	-0.5%	-$13.8K	﹤0.01%	2275
2023 Q4	$2.39M	Buy	11,529 +12	+0.1%	+$2.18K	﹤0.01%	2263
2023 Q3	$2.02M	Buy	11,517 +7,090	+160%	+$1.25M	﹤0.01%	2272
2023 Q2	$736K	Buy	4,427 +82	+2%	+$11.8K	﹤0.01%	3121
2023 Q1	$604K	Sell	4,345 -49	-1%	-$6.61K	﹤0.01%	3170
2022 Q4	$509K	Buy	4,394 +76	+2%	+$9.09K	﹤0.01%	3226
2022 Q3	$517K	Buy	4,318 +21	+0.5%	+$2.57K	﹤0.01%	3121
2022 Q2	$443K	Buy	+4,297	New	+$458K	﹤0.01%	3308

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 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