Sunburst Financial Group’s Carlisle Companies CSL Stock Holding History

Sunburst Financial 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
2026 Q3	$212K	Sell	658 -12	-2%	-$4.17K	0.03%	128
2026 Q2	$243K	Sell	670 -105	-14%	-$36.8K	0.04%	123
2026 Q1	$259K	Hold	775	–	–	0.05%	109
2025 Q4	$248K	Hold	775	–	–	0.05%	111
2025 Q3	$255K	Sell	775 -18	-2%	-$6.86K	0.05%	104
2025 Q2	$296K	Sell	793 -68	-8%	-$25.2K	0.07%	98
2025 Q1	$293K	Sell	861 -20	-2%	-$7.17K	0.07%	89
2024 Q4	$325K	Sell	881 -11	-1%	-$4.8K	0.08%	81
2024 Q3	$401K	Sell	892 -13	-1%	-$5.38K	0.1%	81
2024 Q2	$367K	Sell	905 -30	-3%	-$12.1K	0.1%	82
2024 Q1	$368K	Sell	935 -33	-3%	-$11.2K	0.1%	80
2023 Q4	$302K	Sell	968 -25	-3%	-$6.88K	0.09%	78
2023 Q3	$257K	Hold	993	–	–	0.09%	78
2023 Q2	$255K	Hold	993	–	–	0.09%	80
2023 Q1	$224K	Hold	993	–	–	0.08%	86
2022 Q4	$234K	Hold	993	–	–	0.09%	82
2022 Q3	$278K	Sell	993 -362	-27%	-$104K	0.13%	72
2022 Q2	$323K	Hold	1,355	–	–	0.15%	67
2022 Q1	$333K	Hold	1,355	–	–	0.16%	59
2021 Q4	$336K	Hold	1,355	–	–	0.17%	54
2021 Q3	$269K	Hold	1,355	–	–	0.17%	54
2021 Q2	$259K	Hold	1,355	–	–	0.16%	53
2021 Q1	$223K	Hold	1,355	–	–	0.16%	58
2020 Q4	$212K	Buy	+1,355	New	+$190K	0.16%	57
2020 Q1	–	Sell	-1,355	Closed	-$219K	–	55
2019 Q4	$219K	Buy	+1,355	New	+$209K	0.19%	60

Other funds holding CSL

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Sunburst Financial Group's CSL Position: Q3 2026 in Review

Sunburst Financial Group reduced its Carlisle Companies (CSL) stake by 1.8% in Q3 2026, selling an estimated $4.17K and leaving 658 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #128.

Sunburst Financial Group first reported a position in CSL in Q4 2019 and has held it in 25 quarters since. The position peaked at $401K in Q3 2024. 148 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Sunburst Financial Group held 658 shares of Carlisle Companies worth $212K as of Q3 2026.
Sunburst Financial Group sold 12 Carlisle Companies shares in Q3 2026, an estimated $4.17K.
Carlisle Companies made up 0.03% of Sunburst Financial Group's portfolio in Q3 2026, its #128 holding.
Sunburst Financial Group first reported a position in Carlisle Companies in Q4 2019 and has held it in 25 quarters since.
Sunburst Financial Group's Carlisle Companies position peaked at $401K in Q3 2024.
148 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.