Root Financial Partners
CSW icon

Root Financial Partners’s CSW Industrials CSW Stock Holding History

Root Financial Partners’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
Q3 		$17K Buy
+59
New +$18K ﹤0.01% 1637
2026
Q2 		– Sell
-46
Closed -$12K – 1036
2026
Q1 		$12K Buy
46
+24
+109% +$6.98K ﹤0.01% 1588
2025
Q4 		$6.46K Sell
22
-2
-8% -$533 ﹤0.01% 1680
2025
Q3 		$5.83K Buy
+24
New +$6.44K ﹤0.01% 1662

Other funds holding CSW

BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's CSW Position: Q3 2026 in Review

Root Financial Partners opened a new position in CSW Industrials (CSW) in Q3 2026: 59 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1637 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CSW as recently as Q1 2026.

Root Financial Partners first reported a position in CSW in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold CSW as of Q3 2026.

  • Root Financial Partners held 59 shares of CSW Industrials worth $17K as of Q3 2026.
  • CSW Industrials was a new Root Financial Partners position in Q3 2026.
  • CSW Industrials made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1637 holding.
  • Root Financial Partners first reported a position in CSW Industrials in Q3 2025 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.