Cetera Investment Advisers
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Cetera Investment Advisers’s Carlisle Companies CSL Stock Holding History

Cetera Investment Advisers’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 		$5.31M Buy
15,921
+3,841
+32% +$1.4M 0.01% 1469
2025
Q4 		$3.86M Buy
12,080
+1,480
+14% +$480K ﹤0.01% 1645
2025
Q3 		$3.49M Buy
10,600
+1,580
+18% +$602K ﹤0.01% 1699
2025
Q2 		$3.37M Buy
9,020
+138
+2% +$51.2K 0.01% 1473
2025
Q1 		$3.02M Buy
8,882
+458
+5% +$164K 0.01% 1435
2024
Q4 		$3.11M Sell
8,424
-625
-7% -$272K 0.01% 1332
2024
Q3 		$4.07M Buy
9,049
+785
+9% +$325K 0.01% 1116
2024
Q2 		$3.35M Buy
8,264
+9
+0.1% +$3.63K 0.01% 1222
2024
Q1 		$3.23M Buy
8,255
+5,389
+188% +$1.83M 0.01% 1236
2023
Q4 		$895K Sell
2,866
-206
-7% -$56.7K 0.01% 1160
2023
Q3 		$797K Buy
3,072
+89
+3% +$23.9K 0.01% 1155
2023
Q2 		$765K Sell
2,983
-1,267
-30% -$281K 0.01% 1201
2023
Q1 		$961K Buy
4,250
+354
+9% +$86.1K 0.01% 1054
2022
Q4 		$918K Buy
3,896
+1,696
+77% +$436K 0.01% 1035
2022
Q3 		$617K Sell
2,200
-78
-3% -$22.4K 0.01% 905
2022
Q2 		$544K Buy
2,278
+625
+38% +$156K 0.01% 1050
2022
Q1 		$407K Sell
1,653
-15
-0.9% -$3.52K 0.01% 1298
2021
Q4 		$414K Sell
1,668
-4
-0.2% -$919 0.01% 1295
2021
Q3 		$332K Buy
1,672
+26
+2% +$5.25K 0.01% 1371
2021
Q2 		$315K Sell
1,646
-329
-17% -$61.2K 0.01% 1382
2021
Q1 		$325K Buy
+1,975
New +$303K 0.01% 1219

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers's CSL Position: Q1 2026 in Review

Cetera Investment Advisers increased its Carlisle Companies (CSL) stake by 32% in Q1 2026, buying an estimated $1.4M and bringing the position to 15,921 shares worth $5.31M. The position accounts for 0.01% of the portfolio, ranked #1469.

Cetera Investment Advisers first reported a position in CSL in Q1 2021 and has held it in 21 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Cetera Investment Advisers held 15,921 shares of Carlisle Companies worth $5.31M as of Q1 2026.
  • Cetera Investment Advisers bought 3,841 Carlisle Companies shares in Q1 2026, an estimated $1.4M.
  • Carlisle Companies made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1469 holding.
  • Cetera Investment Advisers first reported a position in Carlisle Companies in Q1 2021 and has held it in 21 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.