AE Wealth Management’s Carlisle Companies CSL Stock Holding History

AE 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
2026 Q1	$424K	Sell	1,270 -1,117	-47%	-$407K	﹤0.01%	1194
2025 Q4	$764K	Buy	+2,387	New	+$774K	﹤0.01%	890
2025 Q1	–	Sell	-1,066	Closed	-$393K	–	2172
2024 Q4	$393K	Buy	1,066 +504	+90%	+$220K	﹤0.01%	984
2024 Q3	$253K	Buy	562 +6	+1%	+$2.48K	﹤0.01%	1089
2024 Q2	$226K	Buy	556 +16	+3%	+$6.45K	﹤0.01%	1124
2024 Q1	$212K	Sell	540 -5,240	-91%	-$1.78M	﹤0.01%	1076
2023 Q4	$1.79M	Buy	5,780 +1,684	+41%	+$464K	0.01%	944
2023 Q3	$1.06M	Buy	4,096 +2,344	+134%	+$628K	0.01%	1072
2023 Q2	$449K	Buy	+1,752	New	+$388K	﹤0.01%	1449
2022 Q4	–	Sell	-3,373	Closed	-$946K	–	1828
2022 Q3	$946K	Buy	+3,373	New	+$967K	0.01%	962

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's CSL Position: Q1 2026 in Review

AE Wealth Management reduced its Carlisle Companies (CSL) stake by 47% in Q1 2026, selling an estimated $407K and leaving 1,270 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1194.

AE Wealth Management first reported a position in CSL in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2023. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

AE Wealth Management held 1,270 shares of Carlisle Companies worth $424K as of Q1 2026.
AE Wealth Management sold 1,117 Carlisle Companies shares in Q1 2026, an estimated $407K.
Carlisle Companies made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1194 holding.
AE Wealth Management first reported a position in Carlisle Companies in Q3 2022 and has held it in 10 quarters since.
AE Wealth Management's Carlisle Companies position peaked at $1.79M in Q4 2023.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.