Nisa Investment Advisors
CSW

Nisa Investment Advisors’s CSW Industrials CSW Stock Holding History

Nisa 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
2026
Q1 		$66.7K Sell
256
-2
-0.8% -$581 ﹤0.01% 1567
2025
Q4 		$75.7K Sell
258
-328
-56% -$87.5K ﹤0.01% 1517
2025
Q3 		$142K Buy
586
+323
+123% +$86.7K ﹤0.01% 1340
2025
Q2 		$75.4K Buy
263
+44
+20% +$13.3K ﹤0.01% 1485
2025
Q1 		$63.8K Buy
219
+12
+6% +$3.9K ﹤0.01% 1521
2024
Q4 		$73K Hold
207
– – ﹤0.01% 1565
2024
Q3 		$75.8K Buy
207
+173
+509% +$54K ﹤0.01% 1524
2024
Q2 		$9.02K Buy
34
+11
+48% +$2.73K ﹤0.01% 2182
2024
Q1 		$5.4K Buy
23
+13
+130% +$2.9K ﹤0.01% 2112
2023
Q4 		$2.07K Hold
10
– – ﹤0.01% 2180
2023
Q3 		$1.75K Hold
10
– – ﹤0.01% 2351
2023
Q2 		$1.66K Hold
10
– – ﹤0.01% 2379
2023
Q1 		$1K Hold
10
– – ﹤0.01% 2368
2022
Q4 		$1K Hold
10
– – ﹤0.01% 2415
2022
Q3 		$1K Buy
+10
New +$1.22K ﹤0.01% 2406

Other funds holding CSW

BlackRock
BlackRock New York $5.7T 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