EWP
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Elevation Wealth Partners’s Carlisle Companies CSL Stock Holding History

Elevation 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
-25
Closed -$9.07K – 1357
2026
Q2 		$9.07K Sell
25
-3
-11% -$1.05K ﹤0.01% 835
2026
Q1 		$9.34K Buy
+28
New +$10.2K ﹤0.01% 525

Other funds holding CSL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

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

Elevation Wealth Partners sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 25 shares — an estimated $9.07K sold.

Elevation Wealth Partners first reported a position in CSL in Q1 2026 and held it in 2 quarters. The position peaked at $9.34K in Q1 2026. 25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 25 Carlisle Companies shares in Q3 2026, an estimated $9.07K.
  • Elevation Wealth Partners first reported a position in Carlisle Companies in Q1 2026 and held it in 2 quarters.
  • Elevation Wealth Partners's Carlisle Companies position peaked at $9.34K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.