RA
CSW

Rise Advisors’s CSW Industrials CSW Stock Holding History

Rise 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
2025
Q4 		– Sell
-35
Closed -$8.5K – 410
2025
Q3 		$8.5K Hold
35
– – ﹤0.01% 1067
2025
Q2 		$10K Hold
35
– – ﹤0.01% 997
2025
Q1 		$10.2K Buy
+35
New +$11.4K ﹤0.01% 955

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rise Advisors's CSW Position: Q4 2025 in Review

Rise Advisors sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 35 shares — an estimated $8.5K sold.

Rise Advisors first reported a position in CSW in Q1 2025 and held it in 3 quarters. The position peaked at $10.2K in Q1 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Rise Advisors reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 35 CSW Industrials shares in Q4 2025, an estimated $8.5K.
  • Rise Advisors first reported a position in CSW Industrials in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's CSW Industrials position peaked at $10.2K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.