Tidal Investments’s CSW Industrials CSW Stock Holding History

Tidal Investments’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	$11.2M	Buy	42,964 +691	+2%	+$201K	0.02%	523
2025 Q4	$12.4M	Sell	42,273 -8,624	-17%	-$2.3M	0.03%	402
2025 Q3	$12.4M	Sell	50,897 -493	-1%	-$132K	0.02%	399
2025 Q2	$14.7M	Buy	51,390 +15,776	+44%	+$4.77M	0.09%	256
2025 Q1	$10.4M	Buy	35,614 +33,388	+1,500%	+$10.8M	0.08%	258
2024 Q4	$785K	Sell	2,226 -1,300	-37%	-$506K	0.01%	1134
2024 Q3	$1.29M	Buy	3,526 +2,073	+143%	+$647K	0.01%	870
2024 Q2	$385K	Buy	1,453 +51	+4%	+$12.7K	0.01%	1426
2024 Q1	$329K	Buy	1,402 +183	+15%	+$40.8K	0.01%	1364
2023 Q4	$253K	Buy	+1,219	New	+$221K	0.01%	1248

Other funds holding CSW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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