MPWT
CSL icon

MassMutual Private Wealth & Trust’s Carlisle Companies CSL Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$14.4M Buy
39,680
+1,160
+3% +$406K 0.37% 61
2026
Q1 		$12.9M Buy
38,520
+7,371
+24% +$2.68M 0.35% 68
2025
Q4 		$9.96M Sell
31,149
-7,880
-20% -$2.55M 0.26% 89
2025
Q3 		$12.8M Buy
39,029
+3,234
+9% +$1.23M 0.33% 75
2025
Q2 		$13.4M Buy
35,795
+13,707
+62% +$5.09M 0.36% 70
2025
Q1 		$7.52M Buy
22,088
+15,832
+253% +$5.67M 0.22% 102
2024
Q4 		$2.31M Buy
6,256
+4,223
+208% +$1.84M 0.06% 186
2024
Q3 		$914K Buy
2,033
+1,716
+541% +$710K 0.03% 247
2024
Q2 		$128K Buy
317
+96
+43% +$38.7K ﹤0.01% 466
2024
Q1 		$86.6K Buy
221
+12
+6% +$4.07K ﹤0.01% 504
2023
Q4 		$65.3K Buy
209
+1
+0.5% +$275 ﹤0.01% 542
2023
Q3 		$53.9K Sell
208
-5
-2% -$1.34K ﹤0.01% 569
2023
Q2 		$54.6K Sell
213
-18
-8% -$3.99K ﹤0.01% 527
2023
Q1 		$52.2K Buy
231
+193
+508% +$46.9K ﹤0.01% 514
2022
Q4 		$9K Sell
38
-4
-10% -$1.03K ﹤0.01% 814
2022
Q3 		$12K Buy
42
+22
+110% +$6.3K ﹤0.01% 695
2022
Q2 		$5K Buy
20
+5
+33% +$1.25K ﹤0.01% 878
2022
Q1 		$4K Buy
15
+7
+88% +$1.64K ﹤0.01% 965
2021
Q4 		$2K Hold
8
– – ﹤0.01% 1077
2021
Q3 		$2K Buy
+8
New +$1.61K ﹤0.01% 1033
2021
Q2 		– Sell
-1,587
Closed -$261K – 1225
2021
Q1 		$261K Buy
1,587
+1,582
+31,640% +$243K 0.01% 322
2020
Q4 		$1K Buy
+5
New +$702 ﹤0.01% 831
2020
Q3 		– Sell
-4
Closed – – 743
2020
Q2 		$0 Buy
+4
New +$481 ﹤0.01% 745
2020
Q1 		– Sell
-61
Closed -$10K – 691
2019
Q4 		$10K Buy
+61
New +$9.4K ﹤0.01% 618
2016
Q1 		– Sell
-79
Closed -$6.97K – 844
2015
Q4 		$7.01K Hold
79
– – ﹤0.01% 529
2015
Q3 		$6.35K Hold
79
– – ﹤0.01% 587
2015
Q2 		$6.84K Hold
79
– – ﹤0.01% 536
2015
Q1 		$7.32K Hold
79
– – ﹤0.01% 539
2014
Q4 		$7.13K Hold
79
– – ﹤0.01% 451
2014
Q3 		$6.35K Hold
79
– – ﹤0.01% 573
2014
Q2 		$6.84K Hold
79
– – ﹤0.01% 403
2014
Q1 		$6.27K Hold
79
– – ﹤0.01% 385
2013
Q4 		$6.27K Buy
+79
New +$5.8K 0.01% 344

Other funds holding CSL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

MassMutual Private Wealth & Trust's CSL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Carlisle Companies (CSL) stake by 3% in Q2 2026, buying an estimated $406K and bringing the position to 39,680 shares worth $14.4M. The position accounts for 0.37% of the portfolio, ranked #61.

MassMutual Private Wealth & Trust first reported a position in CSL in Q4 2013 and has held it in 33 quarters since. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 39,680 shares of Carlisle Companies worth $14.4M as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 1,160 Carlisle Companies shares in Q2 2026, an estimated $406K.
  • Carlisle Companies made up 0.37% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #61 holding.
  • MassMutual Private Wealth & Trust first reported a position in Carlisle Companies in Q4 2013 and has held it in 33 quarters since.
  • 301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.