FORA Capital’s Carlisle Companies CSL Stock Holding History

FORA Capital’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 Q2	–	Sell	-6,223	Closed	-$2.12M	–	541
2025 Q1	$2.12M	Sell	6,223 -1,687	-21%	-$605K	0.21%	150
2024 Q4	$2.92M	Buy	+7,910	New	+$3.45M	0.33%	100
2023 Q4	–	Sell	-6,817	Closed	-$1.77M	–	471
2023 Q3	$1.77M	Buy	+6,817	New	+$1.83M	0.16%	170
2023 Q1	–	Sell	-4,222	Closed	-$995K	–	553
2022 Q4	$995K	Sell	4,222 -901	-18%	-$232K	0.16%	166
2022 Q3	$1.44M	Buy	+5,123	New	+$1.47M	0.28%	109
2021 Q3	–	Sell	-120	Closed	-$23K	–	470
2021 Q2	$23K	Sell	120 -3,096	-96%	-$576K	﹤0.01%	816
2021 Q1	$529K	Buy	3,216 +1,560	+94%	+$239K	0.17%	141
2020 Q4	$259K	Buy	+1,656	New	+$233K	0.04%	451
2020 Q1	–	Sell	-1,296	Closed	-$210K	–	1081
2019 Q4	$210K	Buy	+1,296	New	+$200K	0.02%	604

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

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

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

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

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

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

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

FORA Capital's CSL Position: Q2 2025 in Review

FORA Capital sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 6,223 shares — an estimated $2.12M sold.

FORA Capital first reported a position in CSL in Q4 2019 and held it in 9 quarters. The position peaked at $2.92M in Q4 2024. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

FORA Capital reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 6,223 Carlisle Companies shares in Q2 2025, an estimated $2.12M.
FORA Capital first reported a position in Carlisle Companies in Q4 2019 and held it in 9 quarters.
FORA Capital's Carlisle Companies position peaked at $2.92M in Q4 2024.
763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.