Physician Wealth Advisors
CSL icon

Physician Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Physician Wealth Advisors’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
Q3 		$1.93K Sell
6
-11
-65% -$3.82K ﹤0.01% 1596
2026
Q2 		$6.17K Buy
17
+4
+31% +$1.4K ﹤0.01% 1015
2026
Q1 		$4.34K Buy
13
+7
+117% +$2.55K ﹤0.01% 1054
2025
Q4 		$1.92K Buy
+6
New +$1.94K ﹤0.01% 1304

Other funds holding CSL

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Physician Wealth Advisors's CSL Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Carlisle Companies (CSL) stake by 65% in Q3 2026, selling an estimated $3.82K and leaving 6 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Physician Wealth Advisors first reported a position in CSL in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.17K in Q2 2026. 130 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Physician Wealth Advisors held 6 shares of Carlisle Companies worth $1.93K as of Q3 2026.
  • Physician Wealth Advisors sold 11 Carlisle Companies shares in Q3 2026, an estimated $3.82K.
  • Carlisle Companies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1596 holding.
  • Physician Wealth Advisors first reported a position in Carlisle Companies in Q4 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Carlisle Companies position peaked at $6.17K in Q2 2026.
  • 130 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.