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Beaird Harris Wealth Management’s Carlisle Companies CSL Stock Holding History

Beaird Harris 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
-2
Closed -$747 – 738
2025
Q2 		$747 Buy
+2
New +$743 ﹤0.01% 583
2024
Q3 		– Sell
-24
Closed -$9.73K – 562
2024
Q2 		$9.73K Buy
+24
New +$9.67K ﹤0.01% 378
2023
Q1 		– Sell
-12
Closed -$2.83K – 538
2022
Q4 		$2.83K Buy
+12
New +$3.09K ﹤0.01% 520

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Beaird Harris Wealth Management's CSL Position: Q3 2025 in Review

Beaird Harris Wealth Management sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 2 shares — an estimated $747 sold.

Beaird Harris Wealth Management first reported a position in CSL in Q4 2022 and held it in 3 quarters. The position peaked at $9.73K in Q2 2024. 753 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Beaird Harris Wealth Management reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Carlisle Companies shares in Q3 2025, an estimated $747.
  • Beaird Harris Wealth Management first reported a position in Carlisle Companies in Q4 2022 and held it in 3 quarters.
  • Beaird Harris Wealth Management's Carlisle Companies position peaked at $9.73K in Q2 2024.
  • 753 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.