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CoreCap Advisors’s Carlisle Companies CSL Stock Holding History

CoreCap 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
2026
Q3 		$646K Sell
2,004
-4
-0.2% -$1.39K 0.02% 487
2026
Q2 		$728K Buy
2,008
+8
+0.4% +$2.8K 0.02% 456
2026
Q1 		$667K Hold
2,000
– – 0.02% 457
2025
Q4 		$640K Sell
2,000
-5
-0.2% -$1.62K 0.02% 462
2025
Q3 		$660K Buy
2,005
+4
+0.2% +$1.52K 0.02% 465
2025
Q2 		$747K Sell
2,001
-12
-0.6% -$4.46K 0.03% 412
2025
Q1 		$685K Hold
2,013
– – 0.03% 411
2024
Q4 		$742K Hold
2,013
– – 0.03% 384
2024
Q3 		$905K Buy
+2,013
New +$833K 0.04% 338
2024
Q2 		– Sell
-2,139
Closed -$838K – 1813
2024
Q1 		$838K Buy
+2,139
New +$726K 0.04% 323
2022
Q4 		$1.89K Buy
+8
New +$2.06K ﹤0.01% 1943

Other funds holding CSL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CoreCap Advisors's CSL Position: Q3 2026 in Review

CoreCap Advisors reduced its Carlisle Companies (CSL) stake by 0.2% in Q3 2026, selling an estimated $1.39K and leaving 2,004 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #487.

CoreCap Advisors first reported a position in CSL in Q4 2022 and has held it in 11 quarters since. The position peaked at $905K in Q3 2024. 25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • CoreCap Advisors held 2,004 shares of Carlisle Companies worth $646K as of Q3 2026.
  • CoreCap Advisors sold 4 Carlisle Companies shares in Q3 2026, an estimated $1.39K.
  • Carlisle Companies made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #487 holding.
  • CoreCap Advisors first reported a position in Carlisle Companies in Q4 2022 and has held it in 11 quarters since.
  • CoreCap Advisors's Carlisle Companies position peaked at $905K in Q3 2024.
  • 25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.