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Osprey Private Wealth’s Carlisle Companies CSL Stock Holding History

Osprey Private Wealth’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 		$365K Sell
1,095
-25
-2% -$9.1K 0.11% 64
2025
Q4 		$358K Buy
1,120
+55
+5% +$17.8K 0.1% 64
2025
Q3 		$350K Buy
+1,065
New +$406K 0.13% 52

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

Osprey Private Wealth's CSL Position: Q1 2026 in Review

Osprey Private Wealth reduced its Carlisle Companies (CSL) stake by 2.2% in Q1 2026, selling an estimated $9.1K and leaving 1,095 shares worth $365K. The position accounts for 0.11% of the portfolio, ranked #64.

Osprey Private Wealth first reported a position in CSL in Q3 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Osprey Private Wealth held 1,095 shares of Carlisle Companies worth $365K as of Q1 2026.
  • Osprey Private Wealth sold 25 Carlisle Companies shares in Q1 2026, an estimated $9.1K.
  • Carlisle Companies made up 0.11% of Osprey Private Wealth's portfolio in Q1 2026, its #64 holding.
  • Osprey Private Wealth first reported a position in Carlisle Companies in Q3 2025 and has held it in 3 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Osprey Private Wealth's 13F filing for Q1 2026, filed 1 May 2026.