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
2026 Q3	–	Sell	-609	Closed	-$221K	–	569
2026 Q2	$221K	Buy	+609	New	+$213K	0.01%	485
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Cyndeo Wealth Partners's CSL Position: Q3 2026 in Review

Cyndeo Wealth Partners sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 609 shares — an estimated $221K sold.

Cyndeo Wealth Partners first reported a position in CSL in Q1 2024 and held it in 6 quarters. The position peaked at $271K in Q3 2024. 101 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Cyndeo Wealth Partners reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 609 Carlisle Companies shares in Q3 2026, an estimated $221K.
Cyndeo Wealth Partners first reported a position in Carlisle Companies in Q1 2024 and held it in 6 quarters.
Cyndeo Wealth Partners's Carlisle Companies position peaked at $271K in Q3 2024.
101 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.