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Sendero Wealth Management’s Carlisle Companies CSL Stock Holding History

Sendero 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
2026
Q1 		$627K Sell
1,880
-125
-6% -$45.5K 0.07% 143
2025
Q4 		$641K Buy
2,005
+127
+7% +$41.2K 0.07% 139
2025
Q3 		$618K Buy
1,878
+432
+30% +$165K 0.07% 130
2025
Q2 		$540K Hold
1,446
– – 0.07% 138
2025
Q1 		$492K Buy
1,446
+212
+17% +$76K 0.07% 138
2024
Q4 		$455K Sell
1,234
-940
-43% -$410K 0.07% 132
2024
Q3 		$978K Hold
2,174
– – 0.15% 81
2024
Q2 		$881K Hold
2,174
– – 0.15% 82
2024
Q1 		$852K Sell
2,174
-751
-26% -$255K 0.15% 91
2023
Q4 		$914K Buy
2,925
+250
+9% +$68.9K 0.17% 87
2023
Q3 		$694K Buy
2,675
+410
+18% +$110K 0.15% 90
2023
Q2 		$581K Buy
2,265
+581
+35% +$129K 0.13% 97
2023
Q1 		$381K Buy
1,684
+618
+58% +$150K 0.12% 81
2022
Q4 		$251K Sell
1,066
-663
-38% -$171K 0.09% 93
2022
Q3 		$484K Sell
1,729
-3,816
-69% -$1.09M 0.2% 65
2022
Q2 		$671K Buy
5,545
+3,435
+163% +$856K 0.64% 40
2022
Q1 		$519K Buy
+2,110
New +$494K 0.24% 47

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

Sendero Wealth Management's CSL Position: Q1 2026 in Review

Sendero Wealth Management reduced its Carlisle Companies (CSL) stake by 6.2% in Q1 2026, selling an estimated $45.5K and leaving 1,880 shares worth $627K. The position accounts for 0.07% of the portfolio, ranked #143.

Sendero Wealth Management first reported a position in CSL in Q1 2022 and has held it in 17 quarters since. The position peaked at $978K in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Sendero Wealth Management held 1,880 shares of Carlisle Companies worth $627K as of Q1 2026.
  • Sendero Wealth Management sold 125 Carlisle Companies shares in Q1 2026, an estimated $45.5K.
  • Carlisle Companies made up 0.07% of Sendero Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Sendero Wealth Management first reported a position in Carlisle Companies in Q1 2022 and has held it in 17 quarters since.
  • Sendero Wealth Management's Carlisle Companies position peaked at $978K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.