Net Worth Advisory Group
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Net Worth Advisory Group’s Carlisle Companies CSL Stock Holding History

Net Worth Advisory Group’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
Q3 		$418K Sell
1,285
-13
-1% -$4.52K 0.11% 202
2026
Q2 		$471K Sell
1,298
-108
-8% -$37.8K 0.12% 186
2026
Q1 		$469K Buy
1,406
+66
+5% +$24K 0.1% 210
2025
Q4 		$429K Buy
1,340
+1
+0.1% +$324 0.09% 235
2025
Q3 		$440K Sell
1,339
-153
-10% -$58.3K 0.13% 181
2025
Q2 		$557K Sell
1,492
-25
-2% -$9.28K 0.12% 179
2025
Q1 		$517K Buy
1,517
+41
+3% +$14.7K 0.16% 152
2024
Q4 		$544K Buy
1,476
+10
+0.7% +$4.36K 0.17% 160
2024
Q3 		$659K Buy
+1,466
New +$606K 0.2% 132

Other funds holding CSL

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

Net Worth Advisory Group's CSL Position: Q3 2026 in Review

Net Worth Advisory Group reduced its Carlisle Companies (CSL) stake by 1% in Q3 2026, selling an estimated $4.52K and leaving 1,285 shares worth $418K. The position accounts for 0.11% of the portfolio, ranked #202.

Net Worth Advisory Group first reported a position in CSL in Q3 2024 and has held it in 9 quarters since. The position peaked at $659K in Q3 2024. 113 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Net Worth Advisory Group held 1,285 shares of Carlisle Companies worth $418K as of Q3 2026.
  • Net Worth Advisory Group sold 13 Carlisle Companies shares in Q3 2026, an estimated $4.52K.
  • Carlisle Companies made up 0.11% of Net Worth Advisory Group's portfolio in Q3 2026, its #202 holding.
  • Net Worth Advisory Group first reported a position in Carlisle Companies in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Carlisle Companies position peaked at $659K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.