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Impact Partnership Wealth’s Carlisle Companies CSL Stock Holding History

Impact Partnership 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
2025
Q4 		– Sell
-1,640
Closed -$540K – 387
2025
Q3 		$540K Buy
+1,640
New +$625K 0.08% 155
2025
Q2 		– Sell
-1,107
Closed -$377K – 312
2025
Q1 		$377K Buy
1,107
+140
+14% +$50.2K 0.08% 150
2024
Q4 		$357K Buy
967
+156
+19% +$68K 0.07% 179
2024
Q3 		$365K Buy
+811
New +$335K 0.08% 149

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impact Partnership Wealth's CSL Position: Q4 2025 in Review

Impact Partnership Wealth sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 1,640 shares — an estimated $540K sold.

Impact Partnership Wealth first reported a position in CSL in Q3 2024 and held it in 4 quarters. The position peaked at $540K in Q3 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Impact Partnership Wealth reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,640 Carlisle Companies shares in Q4 2025, an estimated $540K.
  • Impact Partnership Wealth first reported a position in Carlisle Companies in Q3 2024 and held it in 4 quarters.
  • Impact Partnership Wealth's Carlisle Companies position peaked at $540K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Impact Partnership Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.