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Equitable Trust’s Carlisle Companies CSL Stock Holding History

Equitable Trust’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 		$1.41M Buy
4,384
+6
+0.1% +$2.08K 0.06% 195
2026
Q2 		$1.59M Buy
4,378
+563
+15% +$197K 0.07% 187
2026
Q1 		$1.27M Sell
3,815
-78
-2% -$28.4K 0.06% 202
2025
Q4 		$1.25M Buy
3,893
+500
+15% +$162K 0.06% 209
2025
Q3 		$1.12M Buy
3,393
+1,859
+121% +$709K 0.05% 215
2025
Q2 		$573K Sell
1,534
-7,080
-82% -$2.63M 0.03% 296
2025
Q1 		$2.93M Hold
8,614
– – 0.16% 118
2024
Q4 		$3.18M Hold
8,614
– – 0.18% 109
2024
Q3 		$3.87M Buy
8,614
+25
+0.3% +$10.3K 0.25% 88
2024
Q2 		$3.48M Buy
8,589
+30
+0.4% +$12.1K 0.24% 86
2024
Q1 		$3.35M Hold
8,559
– – 0.23% 90
2023
Q4 		$2.67M Hold
8,559
– – 0.2% 99
2023
Q3 		$2.22M Buy
8,559
+195
+2% +$52.3K 0.18% 104
2023
Q2 		$2.15M Hold
8,364
– – 0.16% 112
2023
Q1 		$1.89M Sell
8,364
-132
-2% -$32.1K 0.15% 122
2022
Q4 		$2M Buy
8,496
+80
+1% +$20.6K 0.16% 125
2022
Q3 		$2.36M Hold
8,416
– – 0.2% 107
2022
Q2 		$2.01M Buy
8,416
+69
+0.8% +$17.2K 0.15% 125
2022
Q1 		$2.05M Hold
8,347
– – 0.13% 138
2021
Q4 		$2.07M Hold
8,347
– – 0.13% 138
2021
Q3 		$1.66M Hold
8,347
– – 0.11% 147
2021
Q2 		$1.6M Buy
8,347
+132
+2% +$24.6K 0.1% 149
2021
Q1 		$1.35M Hold
8,215
– – 0.1% 155
2020
Q4 		$1.28M Hold
8,215
– – 0.1% 159
2020
Q3 		$1.01M Hold
8,215
– – 0.09% 164
2020
Q2 		$983K Sell
8,215
-200
-2% -$24K 0.09% 157
2020
Q1 		$1.05M Hold
8,415
– – 0.12% 145
2019
Q4 		$1.36M Hold
8,415
– – 0.13% 130
2019
Q3 		$1.22M Hold
8,415
– – 0.13% 132
2019
Q2 		$1.18M Hold
8,415
– – 0.13% 139
2019
Q1 		$1.03M Hold
8,415
– – 0.12% 149
2018
Q4 		$846K Buy
8,415
+200
+2% +$20.6K 0.11% 157
2018
Q3 		$1M Hold
8,215
– – 0.12% 156
2018
Q2 		$889K Buy
+8,215
New +$870K 0.11% 146

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

Equitable Trust's CSL Position: Q3 2026 in Review

Equitable Trust increased its Carlisle Companies (CSL) stake by 0.14% in Q3 2026, buying an estimated $2.08K and bringing the position to 4,384 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #195.

Equitable Trust first reported a position in CSL in Q2 2018 and has held it in 34 quarters since. The position peaked at $3.87M in Q3 2024. 83 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Equitable Trust held 4,384 shares of Carlisle Companies worth $1.41M as of Q3 2026.
  • Equitable Trust bought 6 Carlisle Companies shares in Q3 2026, an estimated $2.08K.
  • Carlisle Companies made up 0.06% of Equitable Trust's portfolio in Q3 2026, its #195 holding.
  • Equitable Trust first reported a position in Carlisle Companies in Q2 2018 and has held it in 34 quarters since.
  • Equitable Trust's Carlisle Companies position peaked at $3.87M in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.