U.S. Capital Wealth Advisors’s Carlisle Companies CSL Stock Holding History

U.S. Capital 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	-7,006	Closed	-$2.58M	–	847
2024 Q4	$2.58M	Buy	+7,006	New	+$3.05M	0.08%	258
2023 Q1	–	Sell	-26	Closed	-$6.13K	–	822
2022 Q4	$6.13K	Buy	+26	New	+$6.69K	﹤0.01%	1347

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's CSL Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Carlisle Companies (CSL) in Q1 2025, closing a stake of 7,006 shares — an estimated $2.58M sold.

U.S. Capital Wealth Advisors first reported a position in CSL in Q4 2022 and held it in 2 quarters. The position peaked at $2.58M in Q4 2024. 739 funds tracked by Wall St. Rank hold CSL as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining Carlisle Companies position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 7,006 Carlisle Companies shares in Q1 2025, an estimated $2.58M.
U.S. Capital Wealth Advisors first reported a position in Carlisle Companies in Q4 2022 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Carlisle Companies position peaked at $2.58M in Q4 2024.
739 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.