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PFG Private Wealth Management’s Carlisle Companies CSL Stock Holding History

PFG Private 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 		– Sell
-9
Closed -$3.06K – 96
2025
Q1 		$3.06K Buy
+9
New +$3.23K ﹤0.01% 204

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

PFG Private Wealth Management's CSL Position: Q2 2025 in Review

PFG Private Wealth Management sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 9 shares — an estimated $3.06K sold.

PFG Private Wealth Management first reported a position in CSL in Q1 2025 and held it in 1 quarter. The position peaked at $3.06K in Q1 2025. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • PFG Private Wealth Management reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 9 Carlisle Companies shares in Q2 2025, an estimated $3.06K.
  • PFG Private Wealth Management first reported a position in Carlisle Companies in Q1 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's Carlisle Companies position peaked at $3.06K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on PFG Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.