Montag & Caldwell’s Carlisle Companies CSL Stock Holding History

Montag & Caldwell’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 Q2	–	Sell	-17	Closed	-$5.79K	–	120
2025 Q1	$5.79K	Hold	17	–	–	﹤0.01%	120
2024 Q4	$6.27K	Buy	+17	New	+$7.41K	﹤0.01%	125

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Montag & Caldwell's CSL Position: Q2 2025 in Review

Montag & Caldwell sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 17 shares — an estimated $5.79K sold.

Montag & Caldwell first reported a position in CSL in Q4 2024 and held it in 2 quarters. The position peaked at $6.27K in Q4 2024. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

Montag & Caldwell reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 17 Carlisle Companies shares in Q2 2025, an estimated $5.79K.
Montag & Caldwell first reported a position in Carlisle Companies in Q4 2024 and held it in 2 quarters.
Montag & Caldwell's Carlisle Companies position peaked at $6.27K in Q4 2024.
763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.