PCIA
CSL icon

Prime Capital Investment Advisors’s Carlisle Companies CSL Stock Holding History

Prime Capital Investment 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
2025
Q2 		– Sell
-931
Closed -$317K – 992
2025
Q1 		$317K Buy
931
+348
+60% +$125K ﹤0.01% 822
2024
Q4 		$215K Buy
583
+111
+24% +$48.4K ﹤0.01% 837
2024
Q3 		$212K Buy
+472
New +$195K ﹤0.01% 842
2021
Q2 		– Sell
-10
Closed -$2K – 410
2021
Q1 		$2K Hold
10
– – ﹤0.01% 443
2020
Q4 		$2K Buy
+10
New +$1.41K ﹤0.01% 438

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

Prime Capital Investment Advisors's CSL Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Carlisle Companies (CSL) in Q2 2025, closing a stake of 931 shares — an estimated $317K sold.

Prime Capital Investment Advisors first reported a position in CSL in Q4 2020 and held it in 5 quarters. The position peaked at $317K in Q1 2025. 763 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Carlisle Companies position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 931 Carlisle Companies shares in Q2 2025, an estimated $317K.
  • Prime Capital Investment Advisors first reported a position in Carlisle Companies in Q4 2020 and held it in 5 quarters.
  • Prime Capital Investment Advisors's Carlisle Companies position peaked at $317K in Q1 2025.
  • 763 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.