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Advisory Resource Group’s Carlisle Companies CSL Stock Holding History

Advisory Resource Group’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
Q4 		– Sell
-16,764
Closed -$5.51M – 174
2025
Q3 		$5.51M Buy
16,764
+2,979
+22% +$1.14M 0.99% 33
2025
Q2 		$5.15M Sell
13,785
-135
-1% -$50.1K 0.99% 32
2025
Q1 		$4.74M Buy
13,920
+1,516
+12% +$543K 0.97% 31
2024
Q4 		$4.58M Buy
12,404
+1,814
+17% +$791K 0.97% 37
2024
Q3 		$4.76M Buy
10,590
+366
+4% +$151K 1.02% 31
2024
Q2 		$4.14M Sell
10,224
-1,076
-10% -$434K 0.94% 37
2024
Q1 		$4.43M Sell
11,300
-545
-5% -$185K 1.02% 24
2023
Q4 		$3.7M Buy
11,845
+570
+5% +$157K 0.92% 24
2023
Q3 		$2.92M Buy
+11,275
New +$3.02M 0.79% 36

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Resource Group's CSL Position: Q4 2025 in Review

Advisory Resource Group sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 16,764 shares — an estimated $5.51M sold.

Advisory Resource Group first reported a position in CSL in Q3 2023 and held it in 9 quarters. The position peaked at $5.51M in Q3 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Advisory Resource Group reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Advisory Resource Group sold 16,764 Carlisle Companies shares in Q4 2025, an estimated $5.51M.
  • Advisory Resource Group first reported a position in Carlisle Companies in Q3 2023 and held it in 9 quarters.
  • Advisory Resource Group's Carlisle Companies position peaked at $5.51M in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Advisory Resource Group's 13F filing for Q4 2025, filed 12 Feb 2026.