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GeoWealth Management’s Carlisle Companies CSL Stock Holding History

GeoWealth 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 		– Sell
-145
Closed -$53.5K – 1227
2024
Q4 		$53.5K Buy
145
+29
+25% +$12.6K ﹤0.01% 1142
2024
Q3 		$52.2K Buy
116
+7
+6% +$2.9K ﹤0.01% 1058
2024
Q2 		$44.2K Buy
109
+76
+230% +$30.6K ﹤0.01% 818
2024
Q1 		$12.9K Buy
+33
New +$11.2K ﹤0.01% 831
2023
Q4 		– Sell
-24
Closed -$6K – 679
2023
Q3 		$6K Buy
+24
New +$6.43K ﹤0.01% 453

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's CSL Position: Q1 2025 in Review

GeoWealth Management sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 145 shares — an estimated $53.5K sold.

GeoWealth Management first reported a position in CSL in Q3 2023 and held it in 5 quarters. The position peaked at $53.5K in Q4 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • GeoWealth Management reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 145 Carlisle Companies shares in Q1 2025, an estimated $53.5K.
  • GeoWealth Management first reported a position in Carlisle Companies in Q3 2023 and held it in 5 quarters.
  • GeoWealth Management's Carlisle Companies position peaked at $53.5K in Q4 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.