SMF
CSW

Scott Marsh Financial’s CSW Industrials CSW Stock Holding History

Scott Marsh Financial’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
Q2 		$638K Buy
+2,226
New +$672K 0.24% 131

Other funds holding CSW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Scott Marsh Financial's CSW Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in CSW Industrials (CSW) in Q2 2025: 2,226 shares worth $638K. The stake represents 0.24% of the portfolio and ranks #131 among its holdings.

369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

  • Scott Marsh Financial held 2,226 shares of CSW Industrials worth $638K as of Q2 2025.
  • CSW Industrials was a new Scott Marsh Financial position in Q2 2025.
  • CSW Industrials made up 0.24% of Scott Marsh Financial's portfolio in Q2 2025, its #131 holding.
  • 369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.