Capstone Investment Advisors
CSL icon

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 – 1706
2025
Q3 		$356K Buy
+1,082
New +$413K ﹤0.01% 1564
2024
Q3 		– Sell
-523
Closed -$212K – 1969
2024
Q2 		$212K Buy
+523
New +$211K ﹤0.01% 1751
2024
Q1 		– Sell
-931
Closed -$291K – 2378
2023
Q4 		$291K Buy
+931
New +$256K 0.01% 1609
2016
Q4 		– Sell
-5,200
Closed -$533K – 959
2016
Q3 		$533K Sell
5,200
-786
-13% -$82K 0.03% 506
2016
Q2 		$632K Sell
5,986
-742
-11% -$75.3K 0.03% 435
2016
Q1 		$669K Buy
+6,728
New +$593K 0.04% 368

Other funds holding CSL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return