MBA Advisors’s Carlisle Companies CSL Stock Holding History

MBA 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 Q3	–	Sell	-592	Closed	-$221K	–	143
2025 Q2	$221K	Buy	592 +1	+0.2%	+$371	0.1%	128
2025 Q1	$201K	Buy	+591	New	+$212K	0.1%	131

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

MBA Advisors's CSL Position: Q3 2025 in Review

MBA Advisors sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 592 shares — an estimated $221K sold.

MBA Advisors first reported a position in CSL in Q1 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

MBA Advisors reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
MBA Advisors sold 592 Carlisle Companies shares in Q3 2025, an estimated $221K.
MBA Advisors first reported a position in Carlisle Companies in Q1 2025 and held it in 2 quarters.
MBA Advisors's Carlisle Companies position peaked at $221K in Q2 2025.
752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on MBA Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.