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Greenline Wealth Management’s Carlisle Companies CSL Stock Holding History

Greenline Wealth 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
2026
Q1 		– Sell
-14
Closed -$4.48K – 195
2025
Q4 		$4.48K Buy
+14
New +$4.54K ﹤0.01% 401

Other funds holding CSL

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Greenline Wealth Management's CSL Position: Q1 2026 in Review

Greenline Wealth Management sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 14 shares — an estimated $4.48K sold.

Greenline Wealth Management first reported a position in CSL in Q4 2025 and held it in 1 quarter. The position peaked at $4.48K in Q4 2025. 786 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Greenline Wealth Management reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 14 Carlisle Companies shares in Q1 2026, an estimated $4.48K.
  • Greenline Wealth Management first reported a position in Carlisle Companies in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Carlisle Companies position peaked at $4.48K in Q4 2025.
  • 786 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.