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Hemington Wealth Management’s Carlisle Companies CSL Stock Holding History

Hemington 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
2025
Q3 		$19K Sell
59
-9
-13% -$3.43K ﹤0.01% 637
2025
Q2 		$25K Buy
68
+26
+62% +$9.65K ﹤0.01% 536
2025
Q1 		$14K Buy
42
+5
+14% +$1.79K ﹤0.01% 686
2024
Q4 		$13K Buy
37
+10
+37% +$4.36K ﹤0.01% 668
2024
Q3 		$11K Buy
+27
New +$11.2K ﹤0.01% 671

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Hemington Wealth Management's CSL Position: Q3 2025 in Review

Hemington Wealth Management reduced its Carlisle Companies (CSL) stake by 13% in Q3 2025, selling an estimated $3.43K and leaving 59 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Hemington Wealth Management first reported a position in CSL in Q3 2024 and has held it in 5 quarters since. The position peaked at $25K in Q2 2025. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Hemington Wealth Management held 59 shares of Carlisle Companies worth $19K as of Q3 2025.
  • Hemington Wealth Management sold 9 Carlisle Companies shares in Q3 2025, an estimated $3.43K.
  • Carlisle Companies made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #637 holding.
  • Hemington Wealth Management first reported a position in Carlisle Companies in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Carlisle Companies position peaked at $25K in Q2 2025.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.