SFA
CSW

Sequoia Financial Advisors’s CSW Industrials CSW Stock Holding History

Sequoia Financial 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
2026
Q1 		$838K Sell
3,214
-99
-3% -$28.8K ﹤0.01% 977
2025
Q4 		$972K Buy
3,313
+254
+8% +$67.7K 0.01% 900
2025
Q3 		$743K Sell
3,059
-85
-3% -$22.8K ﹤0.01% 940
2025
Q2 		$902K Buy
3,144
+22
+0.7% +$6.64K 0.01% 729
2025
Q1 		$910K Buy
3,122
+34
+1% +$11K 0.01% 652
2024
Q4 		$1.09M Buy
3,088
+7
+0.2% +$2.72K 0.01% 557
2024
Q3 		$1.13M Buy
+3,081
New +$962K 0.01% 509

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