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Moneta Group Investment Advisors’s Carlisle Companies CSL Stock Holding History

Moneta Group Investment 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
2026
Q1 		$667K Buy
2,000
+3
+0.2% +$1.09K 0.01% 437
2025
Q4 		$639K Buy
1,997
+7
+0.4% +$2.27K ﹤0.01% 444
2025
Q3 		$655K Buy
1,990
+5
+0.3% +$1.91K 0.01% 431
2025
Q2 		$741K Sell
1,985
-2
-0.1% -$743 0.01% 355
2025
Q1 		$677K Sell
1,987
-52
-3% -$18.6K 0.01% 352
2024
Q4 		$752K Buy
2,039
+27
+1% +$11.8K 0.01% 322
2024
Q3 		$905K Buy
2,012
+16
+0.8% +$6.62K 0.01% 288
2024
Q2 		$809K Buy
1,996
+85
+4% +$34.2K 0.01% 299
2024
Q1 		$749K Buy
1,911
+11
+0.6% +$3.73K 0.01% 304
2023
Q4 		$594K Buy
1,900
+9
+0.5% +$2.48K 0.01% 317
2023
Q3 		$490K Hold
1,891
– – 0.01% 321
2023
Q2 		$485K Buy
1,891
+1
+0.1% +$222 0.01% 328
2023
Q1 		$427K Buy
1,890
+115
+6% +$28K 0.01% 344
2022
Q4 		$445K Sell
1,775
-165
-9% -$42.5K 0.01% 312
2022
Q3 		$544K Sell
1,940
-512
-21% -$147K 0.02% 265
2022
Q2 		$585K Buy
2,452
+435
+22% +$108K 0.02% 280
2022
Q1 		$496K Sell
2,017
-38
-2% -$8.91K 0.02% 292
2021
Q4 		$510K Sell
2,055
-23
-1% -$5.28K 0.02% 294
2021
Q3 		$413K Buy
2,078
+35
+2% +$7.06K 0.02% 310
2021
Q2 		$391K Buy
2,043
+1
+0% +$186 0.02% 320
2021
Q1 		$336K Buy
2,042
+70
+4% +$10.7K 0.02% 309
2020
Q4 		$308K Buy
1,972
+3
+0.2% +$421 0.02% 252
2020
Q3 		$241K Buy
+1,969
New +$242K 0.02% 242
2015
Q4 		– Sell
-119
Closed -$10K – 201
2015
Q3 		$10K Buy
+119
New +$11.9K ﹤0.01% 415

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moneta Group Investment Advisors's CSL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Carlisle Companies (CSL) stake by 0.15% in Q1 2026, buying an estimated $1.09K and bringing the position to 2,000 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #437.

Moneta Group Investment Advisors first reported a position in CSL in Q3 2015 and has held it in 24 quarters since. The position peaked at $905K in Q3 2024. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Moneta Group Investment Advisors held 2,000 shares of Carlisle Companies worth $667K as of Q1 2026.
  • Moneta Group Investment Advisors bought 3 Carlisle Companies shares in Q1 2026, an estimated $1.09K.
  • Carlisle Companies made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #437 holding.
  • Moneta Group Investment Advisors first reported a position in Carlisle Companies in Q3 2015 and has held it in 24 quarters since.
  • Moneta Group Investment Advisors's Carlisle Companies position peaked at $905K in Q3 2024.
  • 783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.