Annex Advisory Services
CSL icon

Annex Advisory Services’s Carlisle Companies CSL Stock Holding History

Annex 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
2026
Q3 		– Sell
-599
Closed -$217K – 382
2026
Q2 		$217K Buy
+599
New +$210K ﹤0.01% 339
2025
Q3 		– Sell
-593
Closed -$221K – 319
2025
Q2 		$221K Hold
593
– – 0.01% 292
2025
Q1 		$202K Buy
593
+22
+4% +$7.88K 0.01% 298
2024
Q4 		$211K Hold
571
– – 0.01% 291
2024
Q3 		$257K Hold
571
– – 0.01% 244
2024
Q2 		$231K Hold
571
– – 0.01% 253
2024
Q1 		$224K Buy
+571
New +$194K 0.01% 257

Other funds holding CSL

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Annex Advisory Services's CSL Position: Q3 2026 in Review

Annex Advisory Services sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 599 shares — an estimated $217K sold.

Annex Advisory Services first reported a position in CSL in Q1 2024 and held it in 7 quarters. The position peaked at $257K in Q3 2024. 101 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Annex Advisory Services reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
  • Annex Advisory Services sold 599 Carlisle Companies shares in Q3 2026, an estimated $217K.
  • Annex Advisory Services first reported a position in Carlisle Companies in Q1 2024 and held it in 7 quarters.
  • Annex Advisory Services's Carlisle Companies position peaked at $257K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.