Focus Partners Wealth
CSL icon

Focus Partners Wealth’s Carlisle Companies CSL Stock Holding History

Focus Partners Wealth’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
Q1 		$175M Buy
523,387
+301,164
+136% +$110M 0.19% 113
2025
Q4 		$71.1M Buy
222,223
+221,155
+20,707% +$71.7M 0.08% 220
2025
Q3 		$312K Sell
1,068
-274
-20% -$104K ﹤0.01% 1822
2025
Q2 		$501K Buy
1,342
+176
+15% +$65.3K ﹤0.01% 1440
2025
Q1 		$397K Sell
1,166
-195
-14% -$69.9K ﹤0.01% 1446
2024
Q4 		$502K Buy
1,361
+784
+136% +$342K ﹤0.01% 1322
2024
Q3 		$260K Sell
577
-1,521
-72% -$629K ﹤0.01% 1378
2024
Q2 		$877K Buy
2,098
+1,029
+96% +$415K ﹤0.01% 825
2024
Q1 		$419K Buy
+1,069
New +$363K ﹤0.01% 755

Other funds holding CSL

BlackRock
BlackRock New York $5.7T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return