Ameritas Advisory Services’s Carlisle Companies CSL Stock Holding History

Ameritas Advisory Services’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	–	Sell	-38	Closed	-$14.2K	–	2276
2025 Q2	$14.2K	Buy	+38	New	+$14.1K	﹤0.01%	1878
2023 Q2	–	Sell	-2	Closed	-$436	–	950
2023 Q1	$436	Buy	+2	New	+$486	﹤0.01%	2663

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameritas Advisory Services's CSL Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 38 shares — an estimated $14.2K sold.

Ameritas Advisory Services first reported a position in CSL in Q1 2023 and held it in 2 quarters. The position peaked at $14.2K in Q2 2025. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

Ameritas Advisory Services reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 38 Carlisle Companies shares in Q3 2025, an estimated $14.2K.
Ameritas Advisory Services first reported a position in Carlisle Companies in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Carlisle Companies position peaked at $14.2K in Q2 2025.
752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.