MYIA
CSW

Mount Yale Investment Advisors’s CSW Industrials CSW Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-95
Closed -$27.2K – 870
2025
Q2 		$27.2K Buy
+95
New +$28.7K ﹤0.01% 976

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's CSW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 95 shares — an estimated $27.2K sold.

Mount Yale Investment Advisors first reported a position in CSW in Q2 2025 and held it in 1 quarter. The position peaked at $27.2K in Q2 2025. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 95 CSW Industrials shares in Q3 2025, an estimated $27.2K.
  • Mount Yale Investment Advisors first reported a position in CSW Industrials in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's CSW Industrials position peaked at $27.2K in Q2 2025.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.