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Baron Wealth Management’s Carlisle Companies CSL Stock Holding History

Baron 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
2025
Q3 		– Sell
-623
Closed -$233K – 252
2025
Q2 		$233K Buy
623
+26
+4% +$9.65K 0.08% 189
2025
Q1 		$203K Buy
597
+32
+6% +$11.5K 0.09% 191
2024
Q4 		$208K Buy
565
+6
+1% +$2.62K 0.1% 176
2024
Q3 		$251K Buy
559
+2
+0.4% +$827 0.12% 150
2024
Q2 		$226K Sell
557
-28
-5% -$11.3K 0.12% 150
2024
Q1 		$229K Buy
+585
New +$199K 0.12% 155

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Baron Wealth Management's CSL Position: Q3 2025 in Review

Baron Wealth Management sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 623 shares — an estimated $233K sold.

Baron Wealth Management first reported a position in CSL in Q1 2024 and held it in 6 quarters. The position peaked at $251K in Q3 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Baron Wealth Management reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Baron Wealth Management sold 623 Carlisle Companies shares in Q3 2025, an estimated $233K.
  • Baron Wealth Management first reported a position in Carlisle Companies in Q1 2024 and held it in 6 quarters.
  • Baron Wealth Management's Carlisle Companies position peaked at $251K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.