PWA
CSW

Physician Wealth Advisors’s CSW Industrials CSW Stock Holding History

Physician Wealth 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 		– Sell
-30
Closed -$8.81K – 2101
2025
Q4 		$8.81K Hold
30
– – ﹤0.01% 815
2025
Q3 		$7.28K Hold
30
– – ﹤0.01% 830
2025
Q2 		$8.61K Hold
30
– – ﹤0.01% 671
2025
Q1 		$8.75K Hold
30
– – ﹤0.01% 632
2024
Q4 		$10.6K Buy
+30
New +$11.7K ﹤0.01% 620

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Physician Wealth Advisors's CSW Position: Q1 2026 in Review

Physician Wealth Advisors sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 30 shares — an estimated $8.81K sold.

Physician Wealth Advisors first reported a position in CSW in Q4 2024 and held it in 5 quarters. The position peaked at $10.6K in Q4 2024. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Physician Wealth Advisors reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 30 CSW Industrials shares in Q1 2026, an estimated $8.81K.
  • Physician Wealth Advisors first reported a position in CSW Industrials in Q4 2024 and held it in 5 quarters.
  • Physician Wealth Advisors's CSW Industrials position peaked at $10.6K in Q4 2024.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.