Bartlett & Co Wealth Management’s Carlisle Companies CSL Stock Holding History

Bartlett & Co 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	–	Sell	-404	Closed	-$129K	–	1297
2025 Q4	$129K	Hold	404	–	–	﹤0.01%	514
2025 Q3	$133K	Hold	404	–	–	﹤0.01%	506
2025 Q2	$151K	Hold	404	–	–	﹤0.01%	480
2025 Q1	$138K	Hold	404	–	–	﹤0.01%	489
2024 Q4	$149K	Buy	+404	New	+$176K	﹤0.01%	485
2021 Q4	–	Sell	-7	Closed	-$1.39K	–	499
2021 Q3	$1.39K	Buy	+7	New	+$1.41K	﹤0.01%	901

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's CSL Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 404 shares — an estimated $129K sold.

Bartlett & Co Wealth Management first reported a position in CSL in Q3 2021 and held it in 6 quarters. The position peaked at $151K in Q2 2025. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 404 Carlisle Companies shares in Q1 2026, an estimated $129K.
Bartlett & Co Wealth Management first reported a position in Carlisle Companies in Q3 2021 and held it in 6 quarters.
Bartlett & Co Wealth Management's Carlisle Companies position peaked at $151K in Q2 2025.
783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.