Wasatch Advisors’s CSW Industrials CSW Stock Holding History

Wasatch Advisors’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 Q2	$193M	Sell	693,036 -180,623	-21%	-$50.1M	1.26%	25
2026 Q1	$228M	Buy	873,659 +207,186	+31%	+$60.2M	1.51%	19
2025 Q4	$196M	Buy	666,473 +66,147	+11%	+$17.6M	1.16%	28
2025 Q3	$146M	Sell	600,326 -107,330	-15%	-$28.8M	0.78%	42
2025 Q2	$203M	Buy	707,656 +118,430	+20%	+$35.8M	1.06%	33
2025 Q1	$172M	Buy	589,226 +161,922	+38%	+$52.6M	0.96%	41
2024 Q4	$151M	Sell	427,304 -10,879	-2%	-$4.23M	0.75%	51
2024 Q3	$161M	Sell	438,183 -150,307	-26%	-$46.9M	0.79%	48
2024 Q2	$156M	Buy	588,490 +2,130	+0.4%	+$528K	0.84%	46
2024 Q1	$138M	Sell	586,360 -4,766	-0.8%	-$1.06M	0.72%	49
2023 Q4	$123M	Buy	591,126 +86,427	+17%	+$15.7M	0.68%	51
2023 Q3	$88.4M	Buy	504,699 +444,116	+733%	+$78.6M	0.56%	54
2023 Q2	$10.1M	Sell	60,583 -395	-0.6%	-$57K	0.06%	157
2023 Q1	$8.47M	Buy	60,978 +2,787	+5%	+$376K	0.05%	173
2022 Q4	$6.75M	Buy	+58,191	New	+$6.96M	0.05%	186

Other funds holding CSW

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return