OF
CSL icon

Optimize Financial’s Carlisle Companies CSL Stock Holding History

Optimize Financial’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
-807
Closed -$258K – 340
2025
Q4 		$258K Buy
807
+8
+1% +$2.59K 0.13% 299
2025
Q3 		$263K Buy
+799
New +$305K 0.14% 305

Other funds holding CSL

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimize Financial's CSL Position: Q1 2026 in Review

Optimize Financial sold out of Carlisle Companies (CSL) in Q1 2026, closing a stake of 807 shares — an estimated $258K sold.

Optimize Financial first reported a position in CSL in Q3 2025 and held it in 2 quarters. The position peaked at $263K in Q3 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Optimize Financial reported no remaining Carlisle Companies position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 807 Carlisle Companies shares in Q1 2026, an estimated $258K.
  • Optimize Financial first reported a position in Carlisle Companies in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Carlisle Companies position peaked at $263K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.