Bay Colony Advisors’s Carlisle Companies CSL Stock Holding History

Bay Colony 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 Q3	–	Sell	-1,416	Closed	-$529K	–	522
2025 Q2	$529K	Buy	+1,416	New	+$526K	0.07%	233

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

Bay Colony Advisors's CSL Position: Q3 2025 in Review

Bay Colony Advisors sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 1,416 shares — an estimated $529K sold.

Bay Colony Advisors first reported a position in CSL in Q2 2025 and held it in 1 quarter. The position peaked at $529K in Q2 2025. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

Bay Colony Advisors reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
Bay Colony Advisors sold 1,416 Carlisle Companies shares in Q3 2025, an estimated $529K.
Bay Colony Advisors first reported a position in Carlisle Companies in Q2 2025 and held it in 1 quarter.
Bay Colony Advisors's Carlisle Companies position peaked at $529K in Q2 2025.
752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Bay Colony Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.