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Mount Yale Investment Advisors’s Carlisle Companies CSL Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-66
Closed -$24.6K – 868
2025
Q2 		$24.6K Buy
+66
New +$24.5K ﹤0.01% 1003
2018
Q4 		– Sell
-400
Closed -$41K – 418
2018
Q3 		$41K Hold
400
– – 0.01% 640
2018
Q2 		$43K Hold
400
– – 0.01% 656
2018
Q1 		$42K Buy
+400
New +$43.9K 0.01% 641

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Mount Yale Investment Advisors's CSL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 66 shares — an estimated $24.6K sold.

Mount Yale Investment Advisors first reported a position in CSL in Q1 2018 and held it in 4 quarters. The position peaked at $43K in Q2 2018. 753 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 66 Carlisle Companies shares in Q3 2025, an estimated $24.6K.
  • Mount Yale Investment Advisors first reported a position in Carlisle Companies in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Carlisle Companies position peaked at $43K in Q2 2018.
  • 753 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.