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 – 2328
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 $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

Private Advisor Group's CSW Position: Q1 2026 in Review

Private Advisor Group sold out of CSW Industrials (CSW) in Q1 2026, closing a stake of 733 shares — an estimated $215K sold.

Private Advisor Group first reported a position in CSW in Q1 2021 and held it in 4 quarters. The position peaked at $461K in Q1 2021. 350 funds tracked by Wall St. Rank hold CSW as of Q1 2026.

  • Private Advisor Group reported no remaining CSW Industrials position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 733 CSW Industrials shares in Q1 2026, an estimated $215K.
  • Private Advisor Group first reported a position in CSW Industrials in Q1 2021 and held it in 4 quarters.
  • Private Advisor Group's CSW Industrials position peaked at $461K in Q1 2021.
  • 350 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.