Capstone Investment Advisors
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Capstone Investment Advisors’s Carlisle Companies CSL Stock Holding History

Capstone Investment 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
Q4 		– Sell
-1,082
Closed -$356K – 1683
2025
Q3 		$356K Buy
+1,082
New +$413K ﹤0.01% 1564
2024
Q3 		– Sell
-523
Closed -$212K – 1967
2024
Q2 		$212K Buy
+523
New +$211K ﹤0.01% 1751
2024
Q1 		– Sell
-931
Closed -$291K – 2373
2023
Q4 		$291K Buy
+931
New +$256K ﹤0.01% 1609
2016
Q4 		– Sell
-5,200
Closed -$533K – 952
2016
Q3 		$533K Sell
5,200
-786
-13% -$82K 0.01% 506
2016
Q2 		$632K Sell
5,986
-742
-11% -$75.3K 0.01% 435
2016
Q1 		$669K Buy
+6,728
New +$593K 0.02% 368

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Capstone Investment Advisors's CSL Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 1,082 shares — an estimated $356K sold.

Capstone Investment Advisors first reported a position in CSL in Q1 2016 and held it in 6 quarters. The position peaked at $669K in Q1 2016. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,082 Carlisle Companies shares in Q4 2025, an estimated $356K.
  • Capstone Investment Advisors first reported a position in Carlisle Companies in Q1 2016 and held it in 6 quarters.
  • Capstone Investment Advisors's Carlisle Companies position peaked at $669K in Q1 2016.
  • 772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.