PAG
CSW

Private Advisor Group’s CSW Industrials CSW Stock Holding History

Private Advisor Group’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
-733
Closed -$215K – 2742
2025
Q4 		$215K Buy
+733
New +$195K ﹤0.01% 2361
2024
Q4 		– Sell
-552
Closed -$202K – 2329
2024
Q3 		$202K Buy
+552
New +$172K ﹤0.01% 2215
2021
Q3 		– Sell
-3,415
Closed -$405K – 2040
2021
Q2 		$405K Hold
3,415
– – ﹤0.01% 1496
2021
Q1 		$461K Buy
+3,415
New +$433K ﹤0.01% 1344

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