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Costello Asset Management’s Carlisle Companies CSL Stock Holding History

Costello Asset 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
-90
Closed -$29.6K – 698
2025
Q3 		$29.6K Hold
90
– – 0.01% 317
2025
Q2 		$33.6K Buy
+90
New +$33.4K 0.01% 291
2024
Q4 		– Sell
-35
Closed -$15.7K – 190
2024
Q3 		$15.7K Hold
35
– – 0.01% 133
2024
Q2 		$14.2K Hold
35
– – 0.01% 120
2024
Q1 		$13.7K Hold
35
– – 0.01% 133
2023
Q4 		$10.9K Hold
35
– – 0.01% 139
2023
Q3 		$9.07K Buy
+35
New +$9.38K 0.01% 147
2021
Q3 		– Sell
-507
Closed -$97K – 227
2021
Q2 		$97K Buy
507
+1
+0.2% +$186 0.06% 80
2021
Q1 		$83K Sell
506
-48
-9% -$7.36K 0.06% 91
2020
Q4 		$86K Buy
554
+2
+0.4% +$281 0.07% 83
2020
Q3 		$68K Buy
552
+2
+0.4% +$245 0.06% 80
2020
Q2 		$66K Buy
+550
New +$66.1K 0.06% 75

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Costello Asset Management's CSL Position: Q4 2025 in Review

Costello Asset Management sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 90 shares — an estimated $29.6K sold.

Costello Asset Management first reported a position in CSL in Q2 2020 and held it in 12 quarters. The position peaked at $97K in Q2 2021. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Costello Asset Management reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 90 Carlisle Companies shares in Q4 2025, an estimated $29.6K.
  • Costello Asset Management first reported a position in Carlisle Companies in Q2 2020 and held it in 12 quarters.
  • Costello Asset Management's Carlisle Companies position peaked at $97K in Q2 2021.
  • 772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.