CI
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CX Institutional’s Carlisle Companies CSL Stock Holding History

CX Institutional’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 		$271K Sell
840
-30,943
-97% -$10.8M 0.01% 657
2026
Q2 		$11.5M Buy
31,783
+747
+2% +$262K 0.33% 67
2026
Q1 		$10.4M Buy
31,036
+30,127
+3,314% +$11M 0.32% 68
2025
Q4 		$291K Sell
909
-456
-33% -$148K 0.01% 593
2025
Q3 		$449K Buy
1,365
+1,221
+848% +$466K 0.01% 459
2025
Q2 		$54K Hold
144
– – ﹤0.01% 844
2025
Q1 		$49K Buy
+144
New +$51.6K ﹤0.01% 837
2022
Q3 		– Sell
-180
Closed -$43K – 599
2022
Q2 		$43K Buy
+180
New +$44.8K ﹤0.01% 706
2021
Q4 		– Sell
-180
Closed -$36K – 446
2021
Q3 		$36K Hold
180
– – ﹤0.01% 644
2021
Q2 		$34K Hold
180
– – ﹤0.01% 636
2021
Q1 		$30K Hold
180
– – ﹤0.01% 595
2020
Q4 		$28K Hold
180
– – ﹤0.01% 545
2020
Q3 		$22K Buy
+180
New +$22.1K ﹤0.01% 523

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

CX Institutional's CSL Position: Q3 2026 in Review

CX Institutional reduced its Carlisle Companies (CSL) stake by 97% in Q3 2026, selling an estimated $10.8M and leaving 840 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #657.

CX Institutional first reported a position in CSL in Q3 2020 and has held it in 13 quarters since. The position peaked at $11.5M in Q2 2026. 25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • CX Institutional held 840 shares of Carlisle Companies worth $271K as of Q3 2026.
  • CX Institutional sold 30,943 Carlisle Companies shares in Q3 2026, an estimated $10.8M.
  • Carlisle Companies made up 0.01% of CX Institutional's portfolio in Q3 2026, its #657 holding.
  • CX Institutional first reported a position in Carlisle Companies in Q3 2020 and has held it in 13 quarters since.
  • CX Institutional's Carlisle Companies position peaked at $11.5M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.