Carolinas Wealth Consulting’s Carlisle Companies CSL Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-4	Closed	-$1.52K	–	197
2025 Q1	$1.52K	Sell	4 -1	-20%	-$358	﹤0.01%	853
2024 Q4	$1.5K	Buy	5 +2	+67%	+$872	﹤0.01%	878
2024 Q3	$1.07K	Sell	3 -1	-25%	-$414	﹤0.01%	915
2024 Q2	$1.3K	Hold	4	–	–	﹤0.01%	869
2024 Q1	$1.44K	Buy	+4	New	+$1.36K	﹤0.01%	837
2023 Q3	–	Sell	-66	Closed	-$17K	–	1036
2023 Q2	$17K	Hold	66	–	–	﹤0.01%	502
2023 Q1	$15K	Sell	66 -49	-43%	-$11.9K	﹤0.01%	539
2022 Q4	$27.1K	Buy	115 +66	+135%	+$17K	0.01%	440
2022 Q3	$14K	Buy	+49	New	+$14K	﹤0.01%	505

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Carolinas Wealth Consulting's CSL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 4 shares — an estimated $1.52K sold.

Carolinas Wealth Consulting first reported a position in CSL in Q3 2022 and held it in 9 quarters. The position peaked at $27.1K in Q4 2022. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4 Carlisle Companies shares in Q2 2025, an estimated $1.52K.
Carolinas Wealth Consulting first reported a position in Carlisle Companies in Q3 2022 and held it in 9 quarters.
Carolinas Wealth Consulting's Carlisle Companies position peaked at $27.1K in Q4 2022.
763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.