Level Four Advisory Services’s Carlisle Companies CSL Stock Holding History

Level Four Advisory Services’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	$245K	Buy	734 +37	+5%	+$13.5K	0.01%	778
2025 Q4	$223K	Buy	697 +3	+0.4%	+$972	0.01%	773
2025 Q3	$228K	Buy	694 +2	+0.3%	+$762	0.01%	741
2025 Q2	$258K	Sell	692 -10	-1%	-$3.71K	0.01%	685
2025 Q1	$239K	Buy	702 +19	+3%	+$6.81K	0.01%	686
2024 Q4	$252K	Hold	683	–	–	0.01%	669
2024 Q3	$288K	Buy	+683	New	+$283K	0.01%	640
2022 Q4	–	Sell	-2,625	Closed	-$736K	–	689
2022 Q3	$736K	Sell	2,625 -217	-8%	-$62.2K	0.07%	247
2022 Q2	$678K	Buy	+2,842	New	+$708K	0.06%	285

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

Level Four Advisory Services's CSL Position: Q1 2026 in Review

Level Four Advisory Services increased its Carlisle Companies (CSL) stake by 5.3% in Q1 2026, buying an estimated $13.5K and bringing the position to 734 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #778.

Level Four Advisory Services first reported a position in CSL in Q2 2022 and has held it in 9 quarters since. The position peaked at $736K in Q3 2022. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Level Four Advisory Services held 734 shares of Carlisle Companies worth $245K as of Q1 2026.
Level Four Advisory Services bought 37 Carlisle Companies shares in Q1 2026, an estimated $13.5K.
Carlisle Companies made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #778 holding.
Level Four Advisory Services first reported a position in Carlisle Companies in Q2 2022 and has held it in 9 quarters since.
Level Four Advisory Services's Carlisle Companies position peaked at $736K in Q3 2022.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.