MIM
CSW

Morningstar Investment Management’s CSW Industrials CSW Stock Holding History

Morningstar Investment 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
-5,277
Closed -$1.28M – 356
2025
Q3 		$1.28M Buy
+5,277
New +$1.42M 0.05% 316

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 $1.66T AUM 25.57% 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 $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morningstar Investment Management's CSW Position: Q4 2025 in Review

Morningstar Investment Management sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 5,277 shares — an estimated $1.28M sold.

Morningstar Investment Management first reported a position in CSW in Q3 2025 and held it in 1 quarter. The position peaked at $1.28M in Q3 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Morningstar Investment Management reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 5,277 CSW Industrials shares in Q4 2025, an estimated $1.28M.
  • Morningstar Investment Management first reported a position in CSW Industrials in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's CSW Industrials position peaked at $1.28M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.