VDI
CSW icon

Vaughan David Investments’s CSW Industrials CSW Stock Holding History

Vaughan David 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
2025
Q3 		– Sell
-700
Closed -$201K – 230
2025
Q2 		$201K Hold
700
– – ﹤0.01% 228
2025
Q1 		$204K Sell
700
-100
-13% -$32.5K ﹤0.01% 211
2024
Q4 		$282K Hold
800
– – 0.01% 185
2024
Q3 		$293K Hold
800
– – 0.01% 186
2024
Q2 		$212K Sell
800
-200
-20% -$49.6K 0.01% 201
2024
Q1 		$235K Hold
1,000
– – 0.01% 200
2023
Q4 		$207K Buy
+1,000
New +$181K 0.01% 199
2016
Q2 		– Sell
-8,000
Closed -$252K – 159
2016
Q1 		$252K Buy
+8,000
New +$257K 0.01% 145

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vaughan David Investments's CSW Position: Q3 2025 in Review

Vaughan David Investments sold out of CSW Industrials (CSW) in Q3 2025, closing a stake of 700 shares — an estimated $201K sold.

Vaughan David Investments first reported a position in CSW in Q1 2016 and held it in 8 quarters. The position peaked at $293K in Q3 2024. 346 funds tracked by Wall St. Rank hold CSW as of Q3 2025.

  • Vaughan David Investments reported no remaining CSW Industrials position as of Q3 2025 after selling out during the quarter.
  • Vaughan David Investments sold 700 CSW Industrials shares in Q3 2025, an estimated $201K.
  • Vaughan David Investments first reported a position in CSW Industrials in Q1 2016 and held it in 8 quarters.
  • Vaughan David Investments's CSW Industrials position peaked at $293K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held CSW Industrials as of Q3 2025.

Based on Vaughan David Investments's 13F filing for Q3 2025, filed 29 Oct 2025.