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Abich Financial Wealth Management’s Carlisle Companies CSL Stock Holding History

Abich Financial Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$59.9K Buy
+182
New +$69.4K 0.02% 294
2024
Q3 		$4.05K Buy
9
+7
+350% +$2.9K 0.01% 275
2024
Q2 		$810 Buy
+2
New +$806 ﹤0.01% 651

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Abich Financial Wealth Management's CSL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Carlisle Companies (CSL) in Q3 2025: 182 shares worth $59.9K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in CSL as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in CSL in Q2 2024 and has held it in 3 quarters since. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Abich Financial Wealth Management held 182 shares of Carlisle Companies worth $59.9K as of Q3 2025.
  • Carlisle Companies was a new Abich Financial Wealth Management position in Q3 2025.
  • Carlisle Companies made up 0.02% of Abich Financial Wealth Management's portfolio in Q3 2025, its #294 holding.
  • Abich Financial Wealth Management first reported a position in Carlisle Companies in Q2 2024 and has held it in 3 quarters since.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.