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Cornerstone Wealth Management’s Carlisle Companies CSL Stock Holding History

Cornerstone 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
2025
Q4 		– Sell
-1,830
Closed -$602K – 698
2025
Q3 		$602K Buy
1,830
+26
+1% +$9.91K 0.03% 374
2025
Q2 		$674K Buy
1,804
+4
+0.2% +$1.49K 0.04% 332
2025
Q1 		$613K Hold
1,800
– – 0.04% 329
2024
Q4 		$664K Buy
1,800
+55
+3% +$24K 0.04% 306
2024
Q3 		$785K Buy
1,745
+235
+16% +$97.2K 0.06% 259
2024
Q2 		$612K Sell
1,510
-24
-2% -$9.67K 0.05% 293
2024
Q1 		$601K Sell
1,534
-168
-10% -$57K 0.05% 300
2023
Q4 		$532K Buy
1,702
+84
+5% +$23.1K 0.05% 313
2023
Q3 		$419K Buy
1,618
+13
+0.8% +$3.48K 0.04% 344
2023
Q2 		$412K Buy
1,605
+74
+5% +$16.4K 0.04% 340
2023
Q1 		$346K Buy
+1,531
New +$372K 0.03% 351
2022
Q3 		$367K Sell
1,310
-140
-10% -$40.1K 0.04% 313
2022
Q2 		$346K Buy
1,450
+212
+17% +$52.8K 0.04% 332
2022
Q1 		$304K Sell
1,238
-58
-4% -$13.6K 0.03% 361
2021
Q4 		$319K Sell
1,296
-44
-3% -$10.1K 0.03% 375
2021
Q3 		$266K Sell
1,340
-55
-4% -$11.1K 0.03% 376
2021
Q2 		$267K Sell
1,395
-41
-3% -$7.63K 0.03% 381
2021
Q1 		$236K Sell
1,436
-232
-14% -$35.6K 0.03% 399
2020
Q4 		$261K Buy
+1,668
New +$234K 0.03% 355
2020
Q2 		– Sell
-1,609
Closed -$202K – 382
2020
Q1 		$202K Buy
+1,609
New +$239K 0.04% 327

Other funds holding CSL

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's CSL Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 1,830 shares — an estimated $602K sold.

Cornerstone Wealth Management first reported a position in CSL in Q1 2020 and held it in 20 quarters. The position peaked at $785K in Q3 2024. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 1,830 Carlisle Companies shares in Q4 2025, an estimated $602K.
  • Cornerstone Wealth Management first reported a position in Carlisle Companies in Q1 2020 and held it in 20 quarters.
  • Cornerstone Wealth Management's Carlisle Companies position peaked at $785K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.