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Parkworth Wealth Management’s Carlisle Companies CSL Stock Holding History

Parkworth Wealth Management’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
Q2 		$747 Hold
2
– – ﹤0.01% 497
2025
Q1 		$681 Hold
2
– – ﹤0.01% 343
2024
Q4 		$738 Buy
+2
New +$872 ﹤0.01% 339

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

Parkworth Wealth Management's CSL Position: Q2 2025 in Review

Parkworth Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2025 at 2 shares worth $747. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Parkworth Wealth Management first reported a position in CSL in Q4 2024 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Carlisle Companies worth $747 as of Q2 2025.
  • Parkworth Wealth Management left its Carlisle Companies share count unchanged in Q2 2025.
  • Carlisle Companies made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #497 holding.
  • Parkworth Wealth Management first reported a position in Carlisle Companies in Q4 2024 and has held it in 3 quarters since.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.