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Strategic Wealth Partners’s Carlisle Companies CSL Stock Holding History

Strategic Wealth 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
2025
Q4 		– Sell
-793
Closed -$261K – 1476
2025
Q3 		$261K Hold
793
– – 0.02% 303
2025
Q2 		$296K Buy
+793
New +$294K 0.02% 277
2024
Q4 		$424K Buy
1,175
+224
+24% +$97.7K 0.04% 223
2024
Q3 		$428K Buy
+951
New +$393K 0.04% 218

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 $3.38T AUM 44.17% 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

Strategic Wealth Partners's CSL Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 793 shares — an estimated $261K sold.

Strategic Wealth Partners first reported a position in CSL in Q3 2024 and held it in 4 quarters. The position peaked at $428K in Q3 2024. 772 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 793 Carlisle Companies shares in Q4 2025, an estimated $261K.
  • Strategic Wealth Partners first reported a position in Carlisle Companies in Q3 2024 and held it in 4 quarters.
  • Strategic Wealth Partners's Carlisle Companies position peaked at $428K in Q3 2024.
  • 772 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.