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Global Wealth Strategies & Associates’s Carlisle Companies CSL Stock Holding History

Global Wealth Strategies & Associates’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
-28
Closed -$9.53K – 391
2025
Q1 		$9.53K Buy
+28
New +$10K ﹤0.01% 266

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

Global Wealth Strategies & Associates's CSL Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 28 shares — an estimated $9.53K sold.

Global Wealth Strategies & Associates first reported a position in CSL in Q1 2025 and held it in 1 quarter. The position peaked at $9.53K in Q1 2025. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 28 Carlisle Companies shares in Q2 2025, an estimated $9.53K.
  • Global Wealth Strategies & Associates first reported a position in Carlisle Companies in Q1 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Carlisle Companies position peaked at $9.53K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.