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Simplicity Wealth’s Carlisle Companies CSL Stock Holding History

Simplicity Wealth’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
-800
Closed -$263K – 712
2025
Q3 		$263K Sell
800
-108
-12% -$41.2K 0.02% 598
2025
Q2 		$339K Buy
+908
New +$337K 0.01% 522

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 $3.37T AUM 44.26% 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

Simplicity Wealth's CSL Position: Q4 2025 in Review

Simplicity Wealth sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 800 shares — an estimated $263K sold.

Simplicity Wealth first reported a position in CSL in Q2 2025 and held it in 2 quarters. The position peaked at $339K in Q2 2025. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Simplicity Wealth reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 800 Carlisle Companies shares in Q4 2025, an estimated $263K.
  • Simplicity Wealth first reported a position in Carlisle Companies in Q2 2025 and held it in 2 quarters.
  • Simplicity Wealth's Carlisle Companies position peaked at $339K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.