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Cyndeo Wealth Partners’s Carlisle Companies CSL Stock Holding History

Cyndeo Wealth Partners’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
Q3 		– Sell
-569
Closed -$212K – 480
2025
Q2 		$212K Buy
+569
New +$211K 0.01% 441
2025
Q1 		– Sell
-602
Closed -$222K – 456
2024
Q4 		$222K Hold
602
– – 0.02% 419
2024
Q3 		$271K Buy
602
+1
+0.2% +$414 0.02% 387
2024
Q2 		$244K Sell
601
-3
-0.5% -$1.21K 0.02% 359
2024
Q1 		$237K Buy
+604
New +$205K 0.02% 352

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Cyndeo Wealth Partners's CSL Position: Q3 2025 in Review

Cyndeo Wealth Partners sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 569 shares — an estimated $212K sold.

Cyndeo Wealth Partners first reported a position in CSL in Q1 2024 and held it in 5 quarters. The position peaked at $271K in Q3 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Cyndeo Wealth Partners reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 569 Carlisle Companies shares in Q3 2025, an estimated $212K.
  • Cyndeo Wealth Partners first reported a position in Carlisle Companies in Q1 2024 and held it in 5 quarters.
  • Cyndeo Wealth Partners's Carlisle Companies position peaked at $271K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.