SWA
CSL icon

Stratos Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Stratos Wealth Advisors’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
Q1 		– Sell
-2,700
Closed -$996K – 678
2024
Q4 		$996K Sell
2,700
-144
-5% -$62.8K 0.05% 336
2024
Q3 		$1.28M Hold
2,844
– – 0.06% 310
2024
Q2 		$1.15M Buy
2,844
+78
+3% +$31.4K 0.06% 310
2024
Q1 		$1.08M Hold
2,766
– – 0.06% 313
2023
Q4 		$864K Hold
2,766
– – 0.05% 359
2023
Q3 		$717K Hold
2,766
– – 0.05% 370
2023
Q2 		$710K Hold
2,766
– – 0.05% 361
2023
Q1 		$625K Hold
2,766
– – 0.05% 377
2022
Q4 		$652K Buy
2,766
+29
+1% +$7.46K 0.05% 359
2022
Q3 		$767K Buy
+2,737
New +$784K 0.08% 284

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return