Bravera Wealth’s Carlisle Companies CSL Stock Holding History

Bravera Wealth’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	-26	Closed	-$8.32K	–	437
2025 Q4	$8.32K	Buy	+26	New	+$8.43K	﹤0.01%	293

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

Bravera Wealth's CSL Position: Q1 2026 in Review

Bravera Wealth sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 26 shares — an estimated $8.32K sold.

Bravera Wealth first reported a position in CSL in Q4 2025 and held it in 1 quarter. The position peaked at $8.32K in Q4 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Bravera Wealth reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
Bravera Wealth sold 26 Carlisle Companies shares in Q1 2026, an estimated $8.32K.
Bravera Wealth first reported a position in Carlisle Companies in Q4 2025 and held it in 1 quarter.
Bravera Wealth's Carlisle Companies position peaked at $8.32K in Q4 2025.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Bravera Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.