Montag & Associates’s CSW Industrials CSW Stock Holding History

Montag & 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 Q4	–	Sell	-4	Closed	-$971	–	1010
2025 Q3	$971	Buy	+4	New	+$1.07K	﹤0.01%	1021

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Montag & Associates's CSW Position: Q4 2025 in Review

Montag & Associates sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 4 shares — an estimated $971 sold.

Montag & Associates first reported a position in CSW in Q3 2025 and held it in 1 quarter. The position peaked at $971 in Q3 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

Montag & Associates reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 4 CSW Industrials shares in Q4 2025, an estimated $971.
Montag & Associates first reported a position in CSW Industrials in Q3 2025 and held it in 1 quarter.
Montag & Associates's CSW Industrials position peaked at $971 in Q3 2025.
352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.