Gerber LLC’s Carlisle Companies CSL Stock Holding History

Gerber LLC’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 Q3	–	Sell	-576	Closed	-$209K	–	89
2026 Q2	$209K	Buy	+576	New	+$202K	0.1%	90
2025 Q3	–	Sell	-569	Closed	-$212K	–	90
2025 Q2	$212K	Buy	+569	New	+$211K	0.15%	84
2025 Q1	–	Sell	-566	Closed	-$209K	–	89
2024 Q4	$209K	Buy	566 +2	+0.4%	+$872	0.15%	82
2024 Q3	$254K	Buy	564 +1	+0.2%	+$414	0.19%	80
2024 Q2	$228K	Buy	563 +1	+0.2%	+$403	0.18%	82
2024 Q1	$220K	Buy	+562	New	+$191K	0.18%	88

Other funds holding CSL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Gerber LLC's CSL Position: Q3 2026 in Review

Gerber LLC sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 576 shares — an estimated $209K sold.

Gerber LLC first reported a position in CSL in Q1 2024 and held it in 6 quarters. The position peaked at $254K in Q3 2024. 300 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Gerber LLC reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
Gerber LLC sold 576 Carlisle Companies shares in Q3 2026, an estimated $209K.
Gerber LLC first reported a position in Carlisle Companies in Q1 2024 and held it in 6 quarters.
Gerber LLC's Carlisle Companies position peaked at $254K in Q3 2024.
300 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Gerber LLC's 13F filing for Q3 2026, filed 21 Oct 2026.