RA
CSL icon

Rise Advisors’s Carlisle Companies CSL Stock Holding History

Rise 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
Q4 		– Sell
-83
Closed -$27.3K – 408
2025
Q3 		$27.3K Hold
83
– – 0.01% 420
2025
Q2 		$30.9K Buy
83
+1
+1% +$371 0.01% 334
2025
Q1 		$28.1K Sell
82
-40
-33% -$14.3K 0.01% 345
2024
Q4 		$45K Hold
122
– – 0.02% 256
2024
Q3 		$54.8K Hold
122
– – 0.03% 221
2024
Q2 		$49.3K Buy
122
+1
+0.8% +$403 0.03% 235
2024
Q1 		$47.5K Buy
+121
New +$41.1K 0.03% 241

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Rise Advisors's CSL Position: Q4 2025 in Review

Rise Advisors sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 83 shares — an estimated $27.3K sold.

Rise Advisors first reported a position in CSL in Q1 2024 and held it in 7 quarters. The position peaked at $54.8K in Q3 2024. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Rise Advisors reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 83 Carlisle Companies shares in Q4 2025, an estimated $27.3K.
  • Rise Advisors first reported a position in Carlisle Companies in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Carlisle Companies position peaked at $54.8K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.