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Diversify Advisory Services’s Carlisle Companies CSL Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-1,492
Closed -$566K – 832
2025
Q1 		$566K Sell
1,492
-95
-6% -$34K 0.04% 335
2024
Q4 		$586K Buy
1,587
+26
+2% +$11.3K 0.03% 332
2024
Q3 		$719K Buy
1,561
+25
+2% +$10.3K 0.04% 308
2024
Q2 		$626K Sell
1,536
-1
-0.1% -$403 0.03% 334
2024
Q1 		$605K Buy
+1,537
New +$522K 0.04% 374

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Diversify Advisory Services's CSL Position: Q2 2025 in Review

Diversify Advisory Services sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 1,492 shares — an estimated $566K sold.

Diversify Advisory Services first reported a position in CSL in Q1 2024 and held it in 5 quarters. The position peaked at $719K in Q3 2024. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Diversify Advisory Services reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 1,492 Carlisle Companies shares in Q2 2025, an estimated $566K.
  • Diversify Advisory Services first reported a position in Carlisle Companies in Q1 2024 and held it in 5 quarters.
  • Diversify Advisory Services's Carlisle Companies position peaked at $719K in Q3 2024.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Diversify Advisory Services's 13F filing for Q2 2025, filed 14 Aug 2025.