Fifth Third Wealth Advisors
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Fifth Third Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Fifth Third Wealth Advisors’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 		$653K Sell
2,028
-361
-15% -$125K 0.02% 431
2026
Q2 		$867K Buy
2,389
+243
+11% +$85.1K 0.02% 331
2026
Q1 		$716K Buy
2,146
+29
+1% +$10.6K 0.02% 328
2025
Q4 		$677K Sell
2,117
-139
-6% -$45K 0.02% 321
2025
Q3 		$742K Buy
2,256
+6
+0.3% +$2.29K 0.03% 292
2025
Q2 		$840K Sell
2,250
-54
-2% -$20K 0.04% 266
2025
Q1 		$785K Buy
2,304
+219
+11% +$78.5K 0.04% 253
2024
Q4 		$769K Sell
2,085
-73
-3% -$31.8K 0.04% 247
2024
Q3 		$971K Buy
2,158
+15
+0.7% +$6.2K 0.06% 197
2024
Q2 		$868K Buy
2,143
+1,549
+261% +$624K 0.07% 178
2024
Q1 		$233K Buy
+594
New +$202K 0.04% 220

Other funds holding CSL

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
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
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 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
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Fifth Third Wealth Advisors's CSL Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Carlisle Companies (CSL) stake by 15% in Q3 2026, selling an estimated $125K and leaving 2,028 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #431.

Fifth Third Wealth Advisors first reported a position in CSL in Q1 2024 and has held it in 11 quarters since. The position peaked at $971K in Q3 2024. 131 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Fifth Third Wealth Advisors held 2,028 shares of Carlisle Companies worth $653K as of Q3 2026.
  • Fifth Third Wealth Advisors sold 361 Carlisle Companies shares in Q3 2026, an estimated $125K.
  • Carlisle Companies made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #431 holding.
  • Fifth Third Wealth Advisors first reported a position in Carlisle Companies in Q1 2024 and has held it in 11 quarters since.
  • Fifth Third Wealth Advisors's Carlisle Companies position peaked at $971K in Q3 2024.
  • 131 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.