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Quaker Wealth Management’s Carlisle Companies CSL Stock Holding History

Quaker 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
Q4 		– Sell
-1
Closed -$329 – 975
2025
Q3 		$329 Hold
1
– – ﹤0.01% 694
2025
Q2 		$374 Buy
+1
New +$371 ﹤0.01% 666

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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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Quaker Wealth Management's CSL Position: Q4 2025 in Review

Quaker Wealth Management sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 1 share — an estimated $329 sold.

Quaker Wealth Management first reported a position in CSL in Q2 2025 and held it in 2 quarters. The position peaked at $374 in Q2 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Quaker Wealth Management reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Quaker Wealth Management sold 1 Carlisle Companies share in Q4 2025, an estimated $329.
  • Quaker Wealth Management first reported a position in Carlisle Companies in Q2 2025 and held it in 2 quarters.
  • Quaker Wealth Management's Carlisle Companies position peaked at $374 in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Quaker Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.