SAM
CSW

Silvercrest Asset Management’s CSW Industrials CSW Stock Holding History

Silvercrest Asset Management’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 		$15.1M Sell
57,961
-6,249
-10% -$1.82M 0.11% 245
2025
Q4 		$18.8M Sell
64,210
-39,921
-38% -$10.6M 0.13% 216
2025
Q3 		$25.3M Buy
104,131
+12,369
+13% +$3.32M 0.17% 166
2025
Q2 		$26.3M Buy
91,762
+4,799
+6% +$1.45M 0.18% 163
2025
Q1 		$25.4M Buy
86,963
+1,537
+2% +$499K 0.18% 153
2024
Q4 		$30.1M Buy
85,426
+3,676
+4% +$1.43M 0.2% 142
2024
Q3 		$30M Buy
81,750
+13,934
+21% +$4.35M 0.2% 147
2024
Q2 		$18M Sell
67,816
-803
-1% -$199K 0.12% 187
2024
Q1 		$16.1M Buy
68,619
+96
+0.1% +$21.4K 0.11% 200
2023
Q4 		$14.2M Sell
68,523
-7,301
-10% -$1.32M 0.1% 203
2023
Q3 		$13.3M Buy
75,824
+1,933
+3% +$342K 0.1% 207
2023
Q2 		$12.3M Buy
73,891
+4,487
+6% +$648K 0.09% 216
2023
Q1 		$9.64M Buy
+69,404
New +$9.37M 0.07% 235

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