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FullCircle Wealth’s Carlisle Companies CSL Stock Holding History

FullCircle 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
2025
Q3 		$253K Buy
773
+58
+8% +$22.1K 0.09% 224
2025
Q2 		$256K Buy
715
+45
+7% +$16.7K 0.1% 221
2025
Q1 		$253K Buy
+670
New +$240K 0.1% 183

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

FullCircle Wealth's CSL Position: Q3 2025 in Review

FullCircle Wealth increased its Carlisle Companies (CSL) stake by 8.1% in Q3 2025, buying an estimated $22.1K and bringing the position to 773 shares worth $253K. The position accounts for 0.09% of the portfolio, ranked #224.

FullCircle Wealth first reported a position in CSL in Q1 2025 and has held it in 3 quarters since. The position peaked at $256K in Q2 2025. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • FullCircle Wealth held 773 shares of Carlisle Companies worth $253K as of Q3 2025.
  • FullCircle Wealth bought 58 Carlisle Companies shares in Q3 2025, an estimated $22.1K.
  • Carlisle Companies made up 0.09% of FullCircle Wealth's portfolio in Q3 2025, its #224 holding.
  • FullCircle Wealth first reported a position in Carlisle Companies in Q1 2025 and has held it in 3 quarters since.
  • FullCircle Wealth's Carlisle Companies position peaked at $256K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.