Moors & Cabot’s CSW Industrials CSW Stock Holding History

Moors & Cabot’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	$248K	Hold	951	–	–	0.01%	785
2025 Q4	$279K	Hold	951	–	–	0.01%	718
2025 Q3	$231K	Hold	951	–	–	0.01%	780
2025 Q2	$273K	Sell	951 -10	-1%	-$3.02K	0.01%	685
2025 Q1	$280K	Hold	961	–	–	0.01%	660
2024 Q4	$339K	Hold	961	–	–	0.02%	627
2024 Q3	$352K	Sell	961 -15	-2%	-$4.68K	0.02%	611
2024 Q2	$259K	Sell	976 -25	-2%	-$6.2K	0.01%	679
2024 Q1	$235K	Hold	1,001	–	–	0.01%	760
2023 Q4	$208K	Sell	1,001 -250	-20%	-$45.3K	0.01%	739
2023 Q3	$219K	Hold	1,251	–	–	0.01%	711
2023 Q2	$208K	Buy	+1,251	New	+$181K	0.01%	737

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