DiNuzzo Private Wealth
CSL icon

DiNuzzo Private Wealth’s Carlisle Companies CSL Stock Holding History

DiNuzzo Private Wealth’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 		$2.26K Hold
7
– – ﹤0.01% 621
2026
Q2 		$2.54K Sell
7
-5
-42% -$1.75K ﹤0.01% 596
2026
Q1 		$4K Buy
12
+1
+9% +$364 ﹤0.01% 430
2025
Q4 		$3.52K Hold
11
– – ﹤0.01% 452
2025
Q3 		$4.24K Hold
11
– – ﹤0.01% 407
2025
Q2 		$4.11K Sell
11
-1
-8% -$371 ﹤0.01% 416
2025
Q1 		$4.09K Buy
12
+1
+9% +$358 ﹤0.01% 403
2024
Q4 		$4.06K Hold
11
– – ﹤0.01% 399
2024
Q3 		$4.95K Sell
11
-1
-8% -$414 ﹤0.01% 360
2024
Q2 		$4.86K Buy
12
+2
+20% +$806 ﹤0.01% 291
2024
Q1 		$3.92K Hold
10
– – ﹤0.01% 292
2023
Q4 		$3.12K Buy
+10
New +$2.75K ﹤0.01% 321

Other funds holding CSL

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

DiNuzzo Private Wealth's CSL Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Carlisle Companies (CSL) position steady in Q3 2026 at 7 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

DiNuzzo Private Wealth first reported a position in CSL in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.95K in Q3 2024. 78 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • DiNuzzo Private Wealth held 7 shares of Carlisle Companies worth $2.26K as of Q3 2026.
  • DiNuzzo Private Wealth left its Carlisle Companies share count unchanged in Q3 2026.
  • Carlisle Companies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #621 holding.
  • DiNuzzo Private Wealth first reported a position in Carlisle Companies in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Carlisle Companies position peaked at $4.95K in Q3 2024.
  • 78 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

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