PTC
CSW

Private Trust Company’s CSW Industrials CSW Stock Holding History

Private Trust Company’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 		$17.2K Hold
66
– – ﹤0.01% 1764
2025
Q4 		$19.4K Buy
66
+8
+14% +$2.13K ﹤0.01% 1670
2025
Q3 		$14.1K Buy
58
+20
+53% +$5.37K ﹤0.01% 1774
2025
Q2 		$10.9K Buy
38
+3
+9% +$906 ﹤0.01% 1785
2025
Q1 		$10.2K Hold
35
– – ﹤0.01% 1798
2024
Q4 		$12.3K Buy
35
+1
+3% +$389 ﹤0.01% 1679
2024
Q3 		$12.5K Hold
34
– – ﹤0.01% 1644
2024
Q2 		$9.02K Sell
34
-4
-11% -$992 ﹤0.01% 1720
2024
Q1 		$8.91K Sell
38
-8
-17% -$1.78K ﹤0.01% 1702
2023
Q4 		$9.54K Buy
46
+2
+5% +$363 ﹤0.01% 1670
2023
Q3 		$7.71K Hold
44
– – ﹤0.01% 1694
2023
Q2 		$7.31K Buy
44
+2
+5% +$289 ﹤0.01% 1749
2023
Q1 		$5.83K Hold
42
– – ﹤0.01% 1797
2022
Q4 		$5K Hold
42
– – ﹤0.01% 1781
2022
Q3 		$5K Hold
42
– – ﹤0.01% 1654
2022
Q2 		$4K Buy
+42
New +$4.48K ﹤0.01% 1797

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