SAG
CSW

SageView Advisory Group’s CSW Industrials CSW Stock Holding History

SageView Advisory 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
2025
Q4 		$5.71M Sell
19,457
-5,064
-21% -$1.35M 0.19% 65
2025
Q3 		$5.95M Sell
24,521
-2,835
-10% -$761K 0.21% 61
2025
Q2 		$7.74M Buy
27,356
+8,216
+43% +$2.48M 0.29% 40
2025
Q1 		$5.58M Sell
19,140
-2,433
-11% -$790K 0.24% 46
2024
Q4 		$7.61M Buy
21,573
+10,756
+99% +$4.18M 0.33% 41
2024
Q3 		$3.96M Sell
10,817
-13,525
-56% -$4.22M 0.2% 66
2024
Q2 		$6.46M Buy
24,342
+6,440
+36% +$1.6M 0.3% 44
2024
Q1 		$4.2M Hold
17,902
– – 0.21% 62
2023
Q4 		$3.9M Buy
17,902
+9,877
+123% +$1.79M 0.17% 74
2023
Q3 		$1.41M Sell
8,025
-108
-1% -$19.1K 0.08% 162
2023
Q2 		$1.35M Buy
8,133
+47
+0.6% +$6.79K 0.08% 179
2023
Q1 		$1.12M Hold
8,086
– – 0.07% 187
2022
Q4 		$937K Buy
+8,086
New +$967K 0.08% 162

Other funds holding CSW

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return