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CSW
Wealth Enhancement Advisory Services’s
CSW Industrials
CSW
Stock Holding History
Wealth Enhancement Advisory Services’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
$948K
Buy
3,603
+59
+2%
+$17.1K
﹤0.01%
1841
2025
Q4
$1.12M
Buy
3,544
+101
+3%
+$26.9K
﹤0.01%
1883
2025
Q3
$837K
Buy
3,443
+20
+0.6%
+$5.37K
﹤0.01%
1981
2025
Q2
$1M
Buy
3,423
+113
+3%
+$34.1K
﹤0.01%
1752
2025
Q1
$965K
Sell
3,310
-76
-2%
-$24.7K
﹤0.01%
1617
2024
Q4
$1.19M
Buy
3,386
+16
+0.5%
+$6.22K
﹤0.01%
1449
2024
Q3
$1.23M
Buy
3,370
+19
+0.6%
+$5.93K
﹤0.01%
1287
2024
Q2
$889K
Sell
3,351
-549
-14%
-$136K
﹤0.01%
1336
2024
Q1
$915K
Buy
3,900
+8
+0.2%
+$1.78K
﹤0.01%
1276
2023
Q4
$807K
Sell
3,892
-1,206
-24%
-$219K
﹤0.01%
1252
2023
Q3
$893K
Buy
5,098
+958
+23%
+$169K
﹤0.01%
1148
2023
Q2
$688K
Buy
4,140
+6
+0.1%
+$866
0.01%
315
2023
Q1
$574K
Buy
+4,134
New
+$558K
0.01%
373
Other funds holding CSW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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