TIM
CSW

Tortoise Investment Management’s CSW Industrials CSW Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-1
Closed -$243 – 501
2025
Q3 		$243 Sell
1
-2
-67% -$537 ﹤0.01% 1292
2025
Q2 		$860 Buy
+3
New +$906 ﹤0.01% 1009

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tortoise Investment Management's CSW Position: Q4 2025 in Review

Tortoise Investment Management sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 1 share — an estimated $243 sold.

Tortoise Investment Management first reported a position in CSW in Q2 2025 and held it in 2 quarters. The position peaked at $860 in Q2 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Tortoise Investment Management reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 CSW Industrials share in Q4 2025, an estimated $243.
  • Tortoise Investment Management first reported a position in CSW Industrials in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's CSW Industrials position peaked at $860 in Q2 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.