Joel Isaacson & Co’s Carlisle Companies CSL Stock Holding History

Joel Isaacson & Co’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	–	Sell	-556	Closed	-$208K	–	451
2025 Q2	$208K	Buy	+556	New	+$206K	0.01%	397

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Joel Isaacson & Co's CSL Position: Q3 2025 in Review

Joel Isaacson & Co sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 556 shares — an estimated $208K sold.

Joel Isaacson & Co first reported a position in CSL in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

Joel Isaacson & Co reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
Joel Isaacson & Co sold 556 Carlisle Companies shares in Q3 2025, an estimated $208K.
Joel Isaacson & Co first reported a position in Carlisle Companies in Q2 2025 and held it in 1 quarter.
Joel Isaacson & Co's Carlisle Companies position peaked at $208K in Q2 2025.
752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Joel Isaacson & Co's 13F filing for Q3 2025, filed 30 Oct 2025.