OPS
CSW

Orion Portfolio Solutions’s CSW Industrials CSW Stock Holding History

Orion Portfolio Solutions’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
Q1 		$602K Buy
+2,066
New +$671K 0.01% 1326
2024
Q4 		– Sell
-622
Closed -$228K – 1840
2024
Q3 		$228K Sell
622
-158
-20% -$49.3K ﹤0.01% 1655
2024
Q2 		$207K Buy
+780
New +$193K ﹤0.01% 1629

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Orion Portfolio Solutions's CSW Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in CSW Industrials (CSW) in Q1 2025: 2,066 shares worth $602K. The stake represents 0.01% of the portfolio and ranks #1326 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in CSW as recently as Q3 2024.

Orion Portfolio Solutions first reported a position in CSW in Q2 2024 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

  • Orion Portfolio Solutions held 2,066 shares of CSW Industrials worth $602K as of Q1 2025.
  • CSW Industrials was a new Orion Portfolio Solutions position in Q1 2025.
  • CSW Industrials made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1326 holding.
  • Orion Portfolio Solutions first reported a position in CSW Industrials in Q2 2024 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.