Optima Capital’s Carlisle Companies CSL Stock Holding History

Optima Capital’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 Q1	–	Sell	-2	Closed	-$640	–	403
2025 Q4	$640	Buy	+2	New	+$648	﹤0.01%	1063

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optima Capital's CSL Position: Q1 2026 in Review

Optima Capital sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 2 shares — an estimated $640 sold.

Optima Capital first reported a position in CSL in Q4 2025 and held it in 1 quarter. The position peaked at $640 in Q4 2025. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Optima Capital reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 2 Carlisle Companies shares in Q1 2026, an estimated $640.
Optima Capital first reported a position in Carlisle Companies in Q4 2025 and held it in 1 quarter.
Optima Capital's Carlisle Companies position peaked at $640 in Q4 2025.
783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.