Stephens Consulting’s CSW Industrials CSW Stock Holding History

Stephens Consulting’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	–	Sell	-5	Closed	-$1.46K	–	1384
2025 Q1	$1.46K	Buy	+5	New	+$1.62K	﹤0.01%	518

Other funds holding CSW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Stephens Consulting's CSW Position: Q2 2025 in Review

Stephens Consulting sold out of CSW Industrials (CSW) in Q2 2025, closing a stake of 5 shares — an estimated $1.46K sold.

Stephens Consulting first reported a position in CSW in Q1 2025 and held it in 1 quarter. The position peaked at $1.46K in Q1 2025. 369 funds tracked by Wall St. Rank hold CSW as of Q2 2025.

Stephens Consulting reported no remaining CSW Industrials position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 5 CSW Industrials shares in Q2 2025, an estimated $1.46K.
Stephens Consulting first reported a position in CSW Industrials in Q1 2025 and held it in 1 quarter.
Stephens Consulting's CSW Industrials position peaked at $1.46K in Q1 2025.
369 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.