Sylvest Advisors’s Carlisle Companies CSL Stock Holding History

Sylvest 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
2026 Q3	$656K	Sell	2,036 -55	-3%	-$19.1K	0.29%	46
2026 Q2	$759K	Buy	2,091 +70	+3%	+$24.5K	0.34%	37
2026 Q1	$674K	Buy	2,021 +6	+0.3%	+$2.18K	0.36%	36
2025 Q4	$645K	Buy	2,015 +61	+3%	+$19.8K	0.34%	39
2025 Q3	$643K	Sell	1,954 -107	-5%	-$40.8K	0.35%	41
2025 Q2	$770K	Sell	2,061 -32	-2%	-$11.9K	0.44%	29
2025 Q1	$713K	Buy	2,093 +137	+7%	+$49.1K	0.45%	35
2024 Q4	$721K	Buy	+1,956	New	+$853K	0.44%	34

Other funds holding CSL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Sylvest Advisors's CSL Position: Q3 2026 in Review

Sylvest Advisors reduced its Carlisle Companies (CSL) stake by 2.6% in Q3 2026, selling an estimated $19.1K and leaving 2,036 shares worth $656K. The position accounts for 0.29% of the portfolio, ranked #46.

Sylvest Advisors first reported a position in CSL in Q4 2024 and has held it in 8 quarters since. The position peaked at $770K in Q2 2025. 408 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Sylvest Advisors held 2,036 shares of Carlisle Companies worth $656K as of Q3 2026.
Sylvest Advisors sold 55 Carlisle Companies shares in Q3 2026, an estimated $19.1K.
Carlisle Companies made up 0.29% of Sylvest Advisors's portfolio in Q3 2026, its #46 holding.
Sylvest Advisors first reported a position in Carlisle Companies in Q4 2024 and has held it in 8 quarters since.
Sylvest Advisors's Carlisle Companies position peaked at $770K in Q2 2025.
408 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Sylvest Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.