Bogart Wealth LLC’s Carlisle Companies CSL Stock Holding History

Bogart Wealth LLC’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	-4	Closed	-$1.28K	–	1847
2025 Q4	$1.28K	Buy	+4	New	+$1.3K	﹤0.01%	1263

Other funds holding CSL

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's CSL Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 4 shares — an estimated $1.28K sold.

Bogart Wealth LLC first reported a position in CSL in Q4 2025 and held it in 1 quarter. The position peaked at $1.28K in Q4 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Bogart Wealth LLC reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
Bogart Wealth LLC sold 4 Carlisle Companies shares in Q1 2026, an estimated $1.28K.
Bogart Wealth LLC first reported a position in Carlisle Companies in Q4 2025 and held it in 1 quarter.
Bogart Wealth LLC's Carlisle Companies position peaked at $1.28K in Q4 2025.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.