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MorganRosel Wealth Management’s Carlisle Companies CSL Stock Holding History

MorganRosel Wealth Management’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
-2,055
Closed -$767K – 166
2025
Q2 		$767K Sell
2,055
-364
-15% -$135K 0.21% 71
2025
Q1 		$824K Sell
2,419
-414
-15% -$148K 0.25% 63
2024
Q4 		$1.04M Buy
2,833
+52
+2% +$22.7K 0.34% 52
2024
Q3 		$1.25M Buy
+2,781
New +$1.15M 0.41% 46

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

MorganRosel Wealth Management's CSL Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 2,055 shares — an estimated $767K sold.

MorganRosel Wealth Management first reported a position in CSL in Q3 2024 and held it in 4 quarters. The position peaked at $1.25M in Q3 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 2,055 Carlisle Companies shares in Q3 2025, an estimated $767K.
  • MorganRosel Wealth Management first reported a position in Carlisle Companies in Q3 2024 and held it in 4 quarters.
  • MorganRosel Wealth Management's Carlisle Companies position peaked at $1.25M in Q3 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.