X
CSW

Xponance’s CSW Industrials CSW Stock Holding History

Xponance’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 		$393K Buy
1,507
+223
+17% +$64.8K ﹤0.01% 1127
2025
Q4 		$377K Buy
1,284
+12
+0.9% +$3.2K ﹤0.01% 1063
2025
Q3 		$309K Buy
1,272
+20
+2% +$5.37K ﹤0.01% 1149
2025
Q2 		$359K Sell
1,252
-1
-0.1% -$302 ﹤0.01% 1070
2025
Q1 		$365K Buy
1,253
+46
+4% +$14.9K ﹤0.01% 1028
2024
Q4 		$426K Buy
1,207
+130
+12% +$50.6K ﹤0.01% 1003
2024
Q3 		$395K Buy
1,077
+101
+10% +$31.5K ﹤0.01% 1010
2024
Q2 		$259K Buy
976
+35
+4% +$8.68K ﹤0.01% 1091
2024
Q1 		$221K Buy
+941
New +$210K ﹤0.01% 1156

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