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Retirement Wealth Solutions’s Carlisle Companies CSL Stock Holding History

Retirement Wealth Solutions’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 		$4.19K Buy
13
+2
+18% +$695 ﹤0.01% 418
2026
Q2 		$3.99K Buy
11
+5
+83% +$1.75K ﹤0.01% 397
2026
Q1 		$2K Hold
6
– – ﹤0.01% 500
2025
Q4 		$1.92K Sell
6
-7
-54% -$2.27K ﹤0.01% 460
2025
Q3 		$4.28K Buy
+13
New +$4.96K ﹤0.01% 332

Other funds holding CSL

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Retirement Wealth Solutions's CSL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Carlisle Companies (CSL) stake by 18% in Q3 2026, buying an estimated $695 and bringing the position to 13 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Retirement Wealth Solutions first reported a position in CSL in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.28K in Q3 2025. 25 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Retirement Wealth Solutions held 13 shares of Carlisle Companies worth $4.19K as of Q3 2026.
  • Retirement Wealth Solutions bought 2 Carlisle Companies shares in Q3 2026, an estimated $695.
  • Carlisle Companies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #418 holding.
  • Retirement Wealth Solutions first reported a position in Carlisle Companies in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Carlisle Companies position peaked at $4.28K in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.