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Arete Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-1,603
Closed -$546K – 737
2025
Q1 		$546K Buy
+1,603
New +$575K 0.04% 360
2023
Q3 		– Sell
-793
Closed -$204K – 540
2023
Q2 		$204K Buy
+793
New +$176K 0.02% 594

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Arete Wealth Advisors's CSL Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 1,603 shares — an estimated $546K sold.

Arete Wealth Advisors first reported a position in CSL in Q2 2023 and held it in 2 quarters. The position peaked at $546K in Q1 2025. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 1,603 Carlisle Companies shares in Q2 2025, an estimated $546K.
  • Arete Wealth Advisors first reported a position in Carlisle Companies in Q2 2023 and held it in 2 quarters.
  • Arete Wealth Advisors's Carlisle Companies position peaked at $546K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.