PS
CSW

Principal Securities’s CSW Industrials CSW Stock Holding History

Principal Securities’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
Q4 		– Sell
-62
Closed -$15.1K – 1796
2025
Q3 		$15.1K Buy
62
+15
+32% +$4.03K ﹤0.01% 2540
2025
Q2 		$13.5K Buy
47
+12
+34% +$3.63K ﹤0.01% 2498
2025
Q1 		$12.3K Hold
35
– – ﹤0.01% 2435
2024
Q4 		$12.3K Sell
35
-7
-17% -$2.72K ﹤0.01% 2431
2024
Q3 		$15.4K Buy
42
+7
+20% +$2.19K ﹤0.01% 2254
2024
Q2 		$9.29K Buy
35
+8
+30% +$1.98K ﹤0.01% 2426
2024
Q1 		$6.33K Sell
27
-2
-7% -$446 ﹤0.01% 2510
2023
Q4 		$6.01K Buy
+29
New +$5.26K ﹤0.01% 2464

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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 $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Principal Securities's CSW Position: Q4 2025 in Review

Principal Securities sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 62 shares — an estimated $15.1K sold.

Principal Securities first reported a position in CSW in Q4 2023 and held it in 8 quarters. The position peaked at $15.4K in Q3 2024. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Principal Securities reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 62 CSW Industrials shares in Q4 2025, an estimated $15.1K.
  • Principal Securities first reported a position in CSW Industrials in Q4 2023 and held it in 8 quarters.
  • Principal Securities's CSW Industrials position peaked at $15.4K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.