Root Financial Partners
CSL icon

Root Financial Partners’s Carlisle Companies CSL Stock Holding History

Root Financial Partners’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 		$59.6K Buy
+185
New +$64.3K ﹤0.01% 994
2026
Q2 		– Sell
-160
Closed -$53.4K – 1032
2026
Q1 		$53.4K Buy
160
+62
+63% +$22.6K ﹤0.01% 857
2025
Q4 		$31.4K Sell
98
-18
-16% -$5.83K ﹤0.01% 916
2025
Q3 		$38.2K Buy
+116
New +$44.2K ﹤0.01% 778

Other funds holding CSL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Root Financial Partners's CSL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Carlisle Companies (CSL) in Q3 2026: 185 shares worth $59.6K. The stake represents ﹤0.01% of the portfolio and ranks #994 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CSL as recently as Q1 2026.

Root Financial Partners first reported a position in CSL in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Root Financial Partners held 185 shares of Carlisle Companies worth $59.6K as of Q3 2026.
  • Carlisle Companies was a new Root Financial Partners position in Q3 2026.
  • Carlisle Companies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #994 holding.
  • Root Financial Partners first reported a position in Carlisle Companies in Q3 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.