OWP
CSL icon

ORG Wealth Partners’s Carlisle Companies CSL Stock Holding History

ORG Wealth 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
Q1 		– Sell
-68
Closed -$25.1K – 775
2024
Q4 		$25.1K Sell
68
-3
-4% -$1.31K 0.01% 323
2024
Q3 		$31.9K Buy
+71
New +$29.4K 0.01% 284

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ORG Wealth Partners's CSL Position: Q1 2025 in Review

ORG Wealth Partners sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 68 shares — an estimated $25.1K sold.

ORG Wealth Partners first reported a position in CSL in Q3 2024 and held it in 2 quarters. The position peaked at $31.9K in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • ORG Wealth Partners reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 68 Carlisle Companies shares in Q1 2025, an estimated $25.1K.
  • ORG Wealth Partners first reported a position in Carlisle Companies in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's Carlisle Companies position peaked at $31.9K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.