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J.W. Cole Advisors’s Carlisle Companies CSL Stock Holding History

J.W. Cole 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
Q4 		– Sell
-1,011
Closed -$333K – 1491
2025
Q3 		$333K Sell
1,011
-73
-7% -$27.8K 0.01% 1166
2025
Q2 		$405K Buy
+1,084
New +$402K 0.01% 1005
2025
Q1 		– Sell
-935
Closed -$345K – 1268
2024
Q4 		$345K Hold
935
– – 0.01% 732
2024
Q3 		$421K Buy
935
+40
+4% +$16.5K 0.02% 660
2024
Q2 		$363K Hold
895
– – 0.02% 635
2024
Q1 		$353K Hold
895
– – 0.02% 633
2023
Q4 		$280K Buy
+895
New +$246K 0.02% 674

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

J.W. Cole Advisors's CSL Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 1,011 shares — an estimated $333K sold.

J.W. Cole Advisors first reported a position in CSL in Q4 2023 and held it in 7 quarters. The position peaked at $421K in Q3 2024. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • J.W. Cole Advisors reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,011 Carlisle Companies shares in Q4 2025, an estimated $333K.
  • J.W. Cole Advisors first reported a position in Carlisle Companies in Q4 2023 and held it in 7 quarters.
  • J.W. Cole Advisors's Carlisle Companies position peaked at $421K in Q3 2024.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.