WHG
CSW

Westwood Holdings Group’s CSW Industrials CSW Stock Holding History

Westwood Holdings Group’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 		$625K Hold
2,400
– – ﹤0.01% 372
2025
Q4 		$704K Hold
2,400
– – 0.01% 401
2025
Q3 		$583K Buy
+2,400
New +$644K ﹤0.01% 413
2022
Q2 		– Sell
-2,034
Closed -$239K – 462
2022
Q1 		$239K Buy
+2,034
New +$239K ﹤0.01% 435
2017
Q3 		– Sell
-4,800
Closed -$186K – 442
2017
Q2 		$186K Buy
+4,800
New +$173K ﹤0.01% 397

Other funds holding CSW

BlackRock
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return