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CSW

NewEdge Advisors’s CSW Industrials CSW Stock Holding History

NewEdge 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
2026
Q1 		$349K Buy
1,338
+2
+0.1% +$581 ﹤0.01% 2237
2025
Q4 		$392K Buy
1,336
+26
+2% +$6.93K ﹤0.01% 2138
2025
Q3 		$318K Buy
1,310
+67
+5% +$18K ﹤0.01% 2136
2025
Q2 		$357K Buy
1,243
+62
+5% +$18.7K ﹤0.01% 1912
2025
Q1 		$344K Sell
1,181
-67
-5% -$21.7K ﹤0.01% 1801
2024
Q4 		$440K Buy
1,248
+103
+9% +$40.1K ﹤0.01% 1636
2024
Q3 		$420K Buy
1,145
+790
+223% +$247K ﹤0.01% 1578
2024
Q2 		$94.3K Sell
355
-6
-2% -$1.49K ﹤0.01% 2140
2024
Q1 		$84.8K Buy
361
+21
+6% +$4.68K ﹤0.01% 2118
2023
Q4 		$70.6K Hold
340
– – ﹤0.01% 2093
2023
Q3 		$59.6K Sell
340
-7
-2% -$1.24K ﹤0.01% 2034
2023
Q2 		$57.7K Buy
347
+25
+8% +$3.61K ﹤0.01% 2039
2023
Q1 		$44.8K Sell
322
-189
-37% -$25.5K ﹤0.01% 2047
2022
Q4 		$21.1K Buy
+511
New +$61.1K ﹤0.01% 2104

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
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

NewEdge Advisors's CSW Position: Q1 2026 in Review

NewEdge Advisors increased its CSW Industrials (CSW) stake by 0.15% in Q1 2026, buying an estimated $581 and bringing the position to 1,338 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

NewEdge Advisors first reported a position in CSW in Q4 2022 and has held it in 14 quarters since. The position peaked at $440K in Q4 2024. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • NewEdge Advisors held 1,338 shares of CSW Industrials worth $349K as of Q1 2026.
  • NewEdge Advisors bought 2 CSW Industrials shares in Q1 2026, an estimated $581.
  • CSW Industrials made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2237 holding.
  • NewEdge Advisors first reported a position in CSW Industrials in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's CSW Industrials position peaked at $440K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.