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River Wealth Advisors’s Carlisle Companies CSL Stock Holding History

River Wealth 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
2026
Q1 		$4.99M Sell
14,960
-1,064
-7% -$387K 0.57% 47
2025
Q4 		$5.13M Sell
16,024
-958
-6% -$310K 0.57% 44
2025
Q3 		$5.59M Sell
16,982
-326
-2% -$124K 0.65% 41
2025
Q2 		$6.46M Sell
17,308
-356
-2% -$132K 0.8% 33
2025
Q1 		$6.01M Sell
17,664
-1,242
-7% -$445K 0.84% 33
2024
Q4 		$6.97M Sell
18,906
-421
-2% -$184K 0.92% 28
2024
Q3 		$8.69M Sell
19,327
-407
-2% -$168K 1.16% 18
2024
Q2 		$8M Sell
19,734
-654
-3% -$263K 1.15% 20
2024
Q1 		$7.99M Sell
20,388
-218
-1% -$74K 1.16% 22
2023
Q4 		$6.44M Sell
20,606
-388
-2% -$107K 1.03% 23
2023
Q3 		$5.44M Sell
20,994
-94
-0.4% -$25.2K 0.97% 25
2023
Q2 		$5.41M Buy
21,088
+279
+1% +$61.8K 0.92% 26
2023
Q1 		$4.7M Sell
20,809
-117
-0.6% -$28.4K 0.86% 28
2022
Q4 		$4.93M Sell
20,926
-74
-0.4% -$19K 0.95% 25
2022
Q3 		$5.89M Sell
21,000
-1,018
-5% -$292K 1.27% 17
2022
Q2 		$5.25M Sell
22,018
-842
-4% -$210K 0.97% 24
2022
Q1 		$5.62M Buy
22,860
+818
+4% +$192K 0.9% 27
2021
Q4 		$5.47M Sell
22,042
-89
-0.4% -$20.4K 0.85% 32
2021
Q3 		$4.4M Buy
22,131
+694
+3% +$140K 0.75% 36
2021
Q2 		$4.1M Buy
21,437
+311
+1% +$57.8K 0.72% 37
2021
Q1 		$3.48M Buy
21,126
+1,803
+9% +$276K 0.65% 41
2020
Q4 		$3.02M Buy
19,323
+2,190
+13% +$308K 0.65% 44
2020
Q3 		$2.1M Buy
17,133
+1,429
+9% +$175K 0.55% 58
2020
Q2 		$1.88M Buy
15,704
+1,262
+9% +$152K 0.57% 58
2020
Q1 		$1.81M Buy
14,442
+488
+3% +$72.4K 0.72% 45
2019
Q4 		$2.26M Buy
13,954
+1,621
+13% +$250K 0.76% 45
2019
Q3 		$1.79M Buy
12,333
+686
+6% +$96.4K 0.68% 55
2019
Q2 		$1.64M Buy
11,647
+912
+8% +$123K 0.64% 59
2019
Q1 		$1.32M Sell
10,735
-10
-0.1% -$1.16K 0.55% 62
2018
Q4 		$1.08M Sell
10,745
-597
-5% -$61.4K 0.48% 66
2018
Q3 		$1.38M Buy
11,342
+73
+0.6% +$8.91K 0.51% 65
2018
Q2 		$1.22M Sell
11,269
-1,477
-12% -$156K 0.47% 73
2018
Q1 		$1.33M Sell
12,746
-7
-0.1% -$767 0.56% 65
2017
Q4 		$1.45M Buy
12,753
+346
+3% +$37.7K 0.6% 62
2017
Q3 		$1.24M Buy
12,407
+301
+2% +$29.2K 0.56% 66
2017
Q2 		$1.16M Buy
12,106
+580
+5% +$58.6K 0.54% 68
2017
Q1 		$1.23M Buy
11,526
+1,307
+13% +$140K 0.6% 63
2016
Q4 		$1.13M Buy
10,219
+2,905
+40% +$317K 0.57% 68
2016
Q3 		$750K Buy
7,314
+2,245
+44% +$234K 0.41% 85
2016
Q2 		$536K Buy
5,069
+1,390
+38% +$141K 0.31% 97
2016
Q1 		$366K Buy
3,679
+514
+16% +$45.3K 0.22% 120
2015
Q4 		$281K Buy
+3,165
New +$280K 0.18% 131

Other funds holding CSL

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

River Wealth Advisors's CSL Position: Q1 2026 in Review

River Wealth Advisors reduced its Carlisle Companies (CSL) stake by 6.6% in Q1 2026, selling an estimated $387K and leaving 14,960 shares worth $4.99M. The position accounts for 0.57% of the portfolio, ranked #47.

River Wealth Advisors first reported a position in CSL in Q4 2015 and has held it in 42 quarters since. The position peaked at $8.69M in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • River Wealth Advisors held 14,960 shares of Carlisle Companies worth $4.99M as of Q1 2026.
  • River Wealth Advisors sold 1,064 Carlisle Companies shares in Q1 2026, an estimated $387K.
  • Carlisle Companies made up 0.57% of River Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • River Wealth Advisors first reported a position in Carlisle Companies in Q4 2015 and has held it in 42 quarters since.
  • River Wealth Advisors's Carlisle Companies position peaked at $8.69M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.