Heck Capital Advisors’s Carlisle Companies CSL Stock Holding History

Heck Capital Advisors’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	-3	Closed	-$1.11K	–	364
2024 Q4	$1.11K	Buy	+3	New	+$1.31K	﹤0.01%	700

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's CSL Position: Q1 2025 in Review

Heck Capital Advisors sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 3 shares — an estimated $1.11K sold.

Heck Capital Advisors first reported a position in CSL in Q4 2024 and held it in 1 quarter. The position peaked at $1.11K in Q4 2024. 739 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

Heck Capital Advisors reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 3 Carlisle Companies shares in Q1 2025, an estimated $1.11K.
Heck Capital Advisors first reported a position in Carlisle Companies in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Carlisle Companies position peaked at $1.11K in Q4 2024.
739 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.