High Note Wealth’s Carlisle Companies CSL Stock Holding History

High Note Wealth’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	$4.67K	Hold	14	–	–	﹤0.01%	567
2025 Q4	$4.48K	Sell	14 -1	-7%	-$324	﹤0.01%	554
2025 Q3	$4.93K	Buy	15 +1	+7%	+$381	﹤0.01%	474
2025 Q2	$5.23K	Sell	14 -1	-7%	-$371	﹤0.01%	410
2025 Q1	$5.11K	Hold	15	–	–	﹤0.01%	402
2024 Q4	$5.53K	Buy	+15	New	+$6.54K	﹤0.01%	402

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

High Note Wealth's CSL Position: Q1 2026 in Review

High Note Wealth held its Carlisle Companies (CSL) position steady in Q1 2026 at 14 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

High Note Wealth first reported a position in CSL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.53K in Q4 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

High Note Wealth held 14 shares of Carlisle Companies worth $4.67K as of Q1 2026.
High Note Wealth left its Carlisle Companies share count unchanged in Q1 2026.
Carlisle Companies made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #567 holding.
High Note Wealth first reported a position in Carlisle Companies in Q4 2024 and has held it in 6 quarters since.
High Note Wealth's Carlisle Companies position peaked at $5.53K in Q4 2024.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.