Guardian Wealth Advisors (North Carolina)’s Carlisle Companies CSL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-792	Closed	-$296K	–	375
2025 Q2	$296K	Sell	792 -2	-0.3%	-$743	0.02%	269
2025 Q1	$270K	Buy	794 +2	+0.3%	+$717	0.02%	265
2024 Q4	$292K	Hold	792	–	–	0.02%	254
2024 Q3	$356K	Hold	792	–	–	0.04%	197
2024 Q2	$321K	Hold	792	–	–	0.04%	195
2024 Q1	$310K	Hold	792	–	–	0.04%	208
2023 Q4	$247K	Sell	792 -87	-10%	-$24K	0.04%	213
2023 Q3	$228K	Sell	879 -79	-8%	-$21.2K	0.04%	216
2023 Q2	$246K	Hold	958	–	–	0.04%	195
2023 Q1	$217K	Sell	958 -55	-5%	-$13.4K	0.04%	206
2022 Q4	$239K	Sell	1,013 -432	-30%	-$111K	0.05%	177
2022 Q3	$405K	Buy	1,445 +71	+5%	+$20.3K	0.08%	122
2022 Q2	$328K	Buy	+1,374	New	+$342K	0.06%	139

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s CSL Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 792 shares — an estimated $296K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in CSL in Q2 2022 and held it in 13 quarters. The position peaked at $405K in Q3 2022. 753 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 792 Carlisle Companies shares in Q3 2025, an estimated $296K.
Guardian Wealth Advisors (North Carolina) first reported a position in Carlisle Companies in Q2 2022 and held it in 13 quarters.
Guardian Wealth Advisors (North Carolina)'s Carlisle Companies position peaked at $405K in Q3 2022.
753 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.