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D'Orazio & Associates’s Carlisle Companies CSL Stock Holding History

D'Orazio & Associates’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
-610
Closed -$228K – 287
2025
Q2 		$228K Buy
+610
New +$226K 0.03% 228
2024
Q4 		– Sell
-531
Closed -$239K – 248
2024
Q3 		$239K Sell
531
-6
-1% -$2.48K 0.03% 188
2024
Q2 		$218K Buy
+537
New +$216K 0.03% 181

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

D'Orazio & Associates's CSL Position: Q3 2025 in Review

D'Orazio & Associates sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 610 shares — an estimated $228K sold.

D'Orazio & Associates first reported a position in CSL in Q2 2024 and held it in 3 quarters. The position peaked at $239K in Q3 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • D'Orazio & Associates reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • D'Orazio & Associates sold 610 Carlisle Companies shares in Q3 2025, an estimated $228K.
  • D'Orazio & Associates first reported a position in Carlisle Companies in Q2 2024 and held it in 3 quarters.
  • D'Orazio & Associates's Carlisle Companies position peaked at $239K in Q3 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on D'Orazio & Associates's 13F filing for Q3 2025, filed 10 Nov 2025.