MWM
CSW

Marietta Wealth Management’s CSW Industrials CSW Stock Holding History

Marietta Wealth Management’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
Q4 		– Sell
-1,350
Closed -$328K – 126
2025
Q3 		$328K Hold
1,350
– – 0.04% 109
2025
Q2 		$387K Hold
1,350
– – 0.05% 105
2025
Q1 		$394K Sell
1,350
-500
-27% -$162K 0.06% 99
2024
Q4 		$653K Buy
+1,850
New +$719K 0.09% 91

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Marietta Wealth Management's CSW Position: Q4 2025 in Review

Marietta Wealth Management sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 1,350 shares — an estimated $328K sold.

Marietta Wealth Management first reported a position in CSW in Q4 2024 and held it in 4 quarters. The position peaked at $653K in Q4 2024. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Marietta Wealth Management reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Marietta Wealth Management sold 1,350 CSW Industrials shares in Q4 2025, an estimated $328K.
  • Marietta Wealth Management first reported a position in CSW Industrials in Q4 2024 and held it in 4 quarters.
  • Marietta Wealth Management's CSW Industrials position peaked at $653K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Marietta Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.