Connecticut Wealth Management’s Carlisle Companies CSL Stock Holding History

Connecticut Wealth Management’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 Q3	$370K	Hold	1,150	–	–	0.01%	275
2026 Q2	$417K	Hold	1,150	–	–	0.02%	260
2026 Q1	$384K	Hold	1,150	–	–	0.02%	253
2025 Q4	$368K	Hold	1,150	–	–	0.02%	246
2025 Q3	$378K	Hold	1,150	–	–	0.02%	251
2025 Q2	$429K	Hold	1,150	–	–	0.02%	226
2025 Q1	$392K	Hold	1,150	–	–	0.02%	228
2024 Q4	$424K	Hold	1,150	–	–	0.02%	202
2024 Q3	$517K	Sell	1,150 -5	-0.4%	-$2.07K	0.03%	212
2024 Q2	$468K	Buy	1,155 +5	+0.4%	+$2.01K	0.02%	219
2024 Q1	$451K	Hold	1,150	–	–	0.02%	222
2023 Q4	$359K	Hold	1,150	–	–	0.02%	247
2023 Q3	$298K	Sell	1,150 -50	-4%	-$13.4K	0.02%	231
2023 Q2	$308K	Hold	1,200	–	–	0.02%	202
2023 Q1	$271K	Hold	1,200	–	–	0.02%	210
2022 Q4	$283K	Sell	1,200 -12	-1%	-$3.09K	0.02%	160
2022 Q3	$340K	Sell	1,212 -5	-0.4%	-$1.43K	0.03%	133
2022 Q2	$290K	Hold	1,217	–	–	0.03%	147
2022 Q1	$299K	Buy	1,217 +8	+0.7%	+$1.88K	0.02%	150
2021 Q4	$300K	Buy	1,209 +9	+0.8%	+$2.07K	0.02%	159
2021 Q3	$239K	Hold	1,200	–	–	0.02%	179
2021 Q2	$230K	Buy	+1,200	New	+$223K	0.02%	178
2020 Q1	–	Sell	-1,470	Closed	-$238K	–	144
2019 Q4	$238K	Hold	1,470	–	–	0.03%	149
2019 Q3	$214K	Hold	1,470	–	–	0.03%	146
2019 Q2	$206K	Buy	+1,470	New	+$198K	0.03%	140

Other funds holding CSL

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Connecticut Wealth Management's CSL Position: Q3 2026 in Review

Connecticut Wealth Management held its Carlisle Companies (CSL) position steady in Q3 2026 at 1,150 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #275.

Connecticut Wealth Management first reported a position in CSL in Q2 2019 and has held it in 25 quarters since. The position peaked at $517K in Q3 2024. 150 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Connecticut Wealth Management held 1,150 shares of Carlisle Companies worth $370K as of Q3 2026.
Connecticut Wealth Management left its Carlisle Companies share count unchanged in Q3 2026.
Carlisle Companies made up 0.01% of Connecticut Wealth Management's portfolio in Q3 2026, its #275 holding.
Connecticut Wealth Management first reported a position in Carlisle Companies in Q2 2019 and has held it in 25 quarters since.
Connecticut Wealth Management's Carlisle Companies position peaked at $517K in Q3 2024.
150 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Connecticut Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.