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Daymark Wealth Partners’s Carlisle Companies CSL Stock Holding History

Daymark 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
Q4 		– Sell
-3,011
Closed -$991K – 612
2025
Q3 		$991K Buy
3,011
+107
+4% +$40.8K 0.03% 285
2025
Q2 		$1.08M Buy
2,904
+323
+13% +$120K 0.04% 252
2025
Q1 		$879K Buy
+2,581
New +$925K 0.04% 261

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

Daymark Wealth Partners's CSL Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 3,011 shares — an estimated $991K sold.

Daymark Wealth Partners first reported a position in CSL in Q1 2025 and held it in 3 quarters. The position peaked at $1.08M in Q2 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Daymark Wealth Partners reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 3,011 Carlisle Companies shares in Q4 2025, an estimated $991K.
  • Daymark Wealth Partners first reported a position in Carlisle Companies in Q1 2025 and held it in 3 quarters.
  • Daymark Wealth Partners's Carlisle Companies position peaked at $1.08M in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.