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Summit Securities Group’s Carlisle Companies CSL Stock Holding History

Summit Securities Group’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
2023
Q4 		– Sell
-1,000
Closed -$259K – 703
2023
Q3 		$259K Buy
+1,000
New +$268K 0.03% 163

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's CSL Position: Q4 2025 in Review

Summit Securities Group sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 243 shares — an estimated $79.9K sold.

Summit Securities Group first reported a position in CSL in Q3 2025 and held it in 1 quarter. The position peaked at $79.9K in Q3 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Summit Securities Group reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 243 Carlisle Companies shares in Q4 2025, an estimated $79.9K.
  • Summit Securities Group first reported a position in Carlisle Companies in Q3 2025 and held it in 1 quarter.
  • Summit Securities Group's Carlisle Companies position peaked at $79.9K in Q3 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.