WANY
CSW

Wealthspire Advisors (New York)’s CSW Industrials CSW Stock Holding History

Wealthspire Advisors (New York)’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
-482
Closed -$117K – 1446
2025
Q3 		$117K Buy
+482
New +$129K ﹤0.01% 967

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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s CSW Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of CSW Industrials (CSW) in Q4 2025, closing a stake of 482 shares — an estimated $117K sold.

Wealthspire Advisors (New York) first reported a position in CSW in Q3 2025 and held it in 1 quarter. The position peaked at $117K in Q3 2025. 352 funds tracked by Wall St. Rank hold CSW as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining CSW Industrials position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 482 CSW Industrials shares in Q4 2025, an estimated $117K.
  • Wealthspire Advisors (New York) first reported a position in CSW Industrials in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s CSW Industrials position peaked at $117K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.