ORG Partners’s Carlisle Companies CSL Stock Holding History

ORG Partners’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 Q4	–	Sell	-2	Closed	-$862	–	1720
2025 Q3	$862	Buy	+2	New	+$762	﹤0.01%	1409
2024 Q3	–	Sell	-79	Closed	-$31.4K	–	1210
2024 Q2	$31.4K	Buy	+79	New	+$31.8K	﹤0.01%	947

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Partners's CSL Position: Q4 2025 in Review

ORG Partners sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 2 shares — an estimated $862 sold.

ORG Partners first reported a position in CSL in Q2 2024 and held it in 2 quarters. The position peaked at $31.4K in Q2 2024. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

ORG Partners reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 2 Carlisle Companies shares in Q4 2025, an estimated $862.
ORG Partners first reported a position in Carlisle Companies in Q2 2024 and held it in 2 quarters.
ORG Partners's Carlisle Companies position peaked at $31.4K in Q2 2024.
771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.