Financial Gravity Asset Management’s Carlisle Companies CSL Stock Holding History

Financial Gravity Asset Management’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 Q1	$1.7K	Buy	+5	New	+$1.79K	﹤0.01%	837

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's CSL Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in Carlisle Companies (CSL) in Q1 2025: 5 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #837 among its holdings.

738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Financial Gravity Asset Management held 5 shares of Carlisle Companies worth $1.7K as of Q1 2025.
Carlisle Companies was a new Financial Gravity Asset Management position in Q1 2025.
Carlisle Companies made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #837 holding.
738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.