P
CSW

&Partners’s CSW Industrials CSW Stock Holding History

&Partners’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 		$314K Sell
1,205
-178
-13% -$51.7K ﹤0.01% 1966
2025
Q4 		$406K Buy
1,383
+189
+16% +$50.4K ﹤0.01% 1749
2025
Q3 		$290K Buy
1,194
+175
+17% +$47K ﹤0.01% 1777
2025
Q2 		$292K Buy
1,019
+235
+30% +$71K ﹤0.01% 1641
2025
Q1 		$228K Buy
+784
New +$254K ﹤0.01% 1556

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

&Partners's CSW Position: Q1 2026 in Review

&Partners reduced its CSW Industrials (CSW) stake by 13% in Q1 2026, selling an estimated $51.7K and leaving 1,205 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

&Partners first reported a position in CSW in Q1 2025 and has held it in 5 quarters since. The position peaked at $406K in Q4 2025. 348 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • &Partners held 1,205 shares of CSW Industrials worth $314K as of Q1 2026.
  • &Partners sold 178 CSW Industrials shares in Q1 2026, an estimated $51.7K.
  • CSW Industrials made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1966 holding.
  • &Partners first reported a position in CSW Industrials in Q1 2025 and has held it in 5 quarters since.
  • &Partners's CSW Industrials position peaked at $406K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.