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Precision Wealth Strategies’s Carlisle Companies CSL Stock Holding History

Precision Wealth Strategies’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
-940
Closed -$347K – 104
2024
Q4 		$347K Sell
940
-68
-7% -$29.6K 0.27% 90
2024
Q3 		$453K Sell
1,008
-78
-7% -$32.3K 0.42% 52
2024
Q2 		$440K Buy
1,086
+18
+2% +$7.25K 0.45% 41
2024
Q1 		$418K Buy
+1,068
New +$362K 0.4% 55

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

Precision Wealth Strategies's CSL Position: Q1 2025 in Review

Precision Wealth Strategies sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 940 shares — an estimated $347K sold.

Precision Wealth Strategies first reported a position in CSL in Q1 2024 and held it in 4 quarters. The position peaked at $453K in Q3 2024. 738 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

  • Precision Wealth Strategies reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 940 Carlisle Companies shares in Q1 2025, an estimated $347K.
  • Precision Wealth Strategies first reported a position in Carlisle Companies in Q1 2024 and held it in 4 quarters.
  • Precision Wealth Strategies's Carlisle Companies position peaked at $453K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on Precision Wealth Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.