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New Age Alpha Advisors’s Carlisle Companies CSL Stock Holding History

New Age Alpha 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
-375
Closed -$140K – 825
2025
Q2 		$140K Sell
375
-16
-4% -$5.94K 0.01% 684
2025
Q1 		$133K Sell
391
-91
-19% -$32.6K 0.01% 707
2024
Q4 		$178K Buy
+482
New +$210K 0.01% 673

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

New Age Alpha Advisors's CSL Position: Q3 2025 in Review

New Age Alpha Advisors sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 375 shares — an estimated $140K sold.

New Age Alpha Advisors first reported a position in CSL in Q4 2024 and held it in 3 quarters. The position peaked at $178K in Q4 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • New Age Alpha Advisors reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 375 Carlisle Companies shares in Q3 2025, an estimated $140K.
  • New Age Alpha Advisors first reported a position in Carlisle Companies in Q4 2024 and held it in 3 quarters.
  • New Age Alpha Advisors's Carlisle Companies position peaked at $178K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on New Age Alpha Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.