NewSquare Capital’s CSW Industrials CSW Stock Holding History

NewSquare Capital’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	-2	Closed	-$574	–	415
2025 Q2	$574	Buy	+2	New	+$604	﹤0.01%	1130

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

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

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

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

NewSquare Capital's CSW Position: Q3 2025 in Review

NewSquare Capital sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 2 shares — an estimated $574 sold.

NewSquare Capital first reported a position in CSW in Q2 2025 and held it in 1 quarter. The position peaked at $574 in Q2 2025. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

NewSquare Capital reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 2 CSW Industrials shares in Q3 2025, an estimated $574.
NewSquare Capital first reported a position in CSW Industrials in Q2 2025 and held it in 1 quarter.
NewSquare Capital's CSW Industrials position peaked at $574 in Q2 2025.
346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.