FourThought Financial Partners’s Carlisle Companies CSL Stock Holding History

FourThought Financial Partners’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	$215K	Sell	645 -165	-20%	-$60K	0.02%	349
2025 Q4	$259K	Sell	810 -128	-14%	-$41.5K	0.02%	371
2025 Q3	$309K	Buy	938 +66	+8%	+$25.2K	0.03%	331
2025 Q2	$326K	Sell	872 -45	-5%	-$16.7K	0.03%	226
2025 Q1	$312K	Sell	917 -44	-5%	-$15.8K	0.03%	235
2024 Q4	$354K	Buy	+961	New	+$419K	0.04%	228
2024 Q2	–	Sell	-1,181	Closed	-$463K	–	217
2024 Q1	$463K	Hold	1,181	–	–	0.05%	207
2023 Q4	$369K	Sell	1,181 -102	-8%	-$28.1K	0.05%	223
2023 Q3	$333K	Sell	1,283 -32	-2%	-$8.58K	0.05%	224
2023 Q2	$337K	Sell	1,315 -696	-35%	-$154K	0.04%	232
2023 Q1	$455K	Buy	2,011 +46	+2%	+$11.2K	0.06%	194
2022 Q4	$463K	Buy	+1,965	New	+$506K	0.07%	198

Other funds holding CSL

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

FourThought Financial Partners's CSL Position: Q1 2026 in Review

FourThought Financial Partners reduced its Carlisle Companies (CSL) stake by 20% in Q1 2026, selling an estimated $60K and leaving 645 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #349.

FourThought Financial Partners first reported a position in CSL in Q4 2022 and has held it in 12 quarters since. The position peaked at $463K in Q4 2022. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

FourThought Financial Partners held 645 shares of Carlisle Companies worth $215K as of Q1 2026.
FourThought Financial Partners sold 165 Carlisle Companies shares in Q1 2026, an estimated $60K.
Carlisle Companies made up 0.02% of FourThought Financial Partners's portfolio in Q1 2026, its #349 holding.
FourThought Financial Partners first reported a position in Carlisle Companies in Q4 2022 and has held it in 12 quarters since.
FourThought Financial Partners's Carlisle Companies position peaked at $463K in Q4 2022.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.