Sendero Wealth Management
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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
Q3 		$732K Buy
2,273
+2
+0.1% +$695 0.07% 145
2026
Q2 		$824K Buy
2,271
+391
+21% +$137K 0.08% 139
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Sendero Wealth Management's CSL Position: Q3 2026 in Review

Sendero Wealth Management increased its Carlisle Companies (CSL) stake by 0.09% in Q3 2026, buying an estimated $695 and bringing the position to 2,273 shares worth $732K. The position accounts for 0.07% of the portfolio, ranked #145.

Sendero Wealth Management first reported a position in CSL in Q1 2022 and has held it in 19 quarters since. The position peaked at $978K in Q3 2024. 90 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Sendero Wealth Management held 2,273 shares of Carlisle Companies worth $732K as of Q3 2026.
  • Sendero Wealth Management bought 2 Carlisle Companies shares in Q3 2026, an estimated $695.
  • Carlisle Companies made up 0.07% of Sendero Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Sendero Wealth Management first reported a position in Carlisle Companies in Q1 2022 and has held it in 19 quarters since.
  • Sendero Wealth Management's Carlisle Companies position peaked at $978K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.