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Vermillion & White Wealth Management Group’s Carlisle Companies CSL Stock Holding History

Vermillion & White Wealth Management 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
2025
Q4 		– Sell
-60
Closed -$19.7K – 593
2025
Q3 		$19.7K Sell
60
-18
-23% -$6.86K 0.01% 260
2025
Q2 		$29.1K Buy
78
+32
+70% +$11.9K 0.02% 212
2025
Q1 		$15.7K Buy
+46
New +$16.5K 0.01% 228

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

Vermillion & White Wealth Management Group's CSL Position: Q4 2025 in Review

Vermillion & White Wealth Management Group sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 60 shares — an estimated $19.7K sold.

Vermillion & White Wealth Management Group first reported a position in CSL in Q1 2025 and held it in 3 quarters. The position peaked at $29.1K in Q2 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Vermillion & White Wealth Management Group reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 60 Carlisle Companies shares in Q4 2025, an estimated $19.7K.
  • Vermillion & White Wealth Management Group first reported a position in Carlisle Companies in Q1 2025 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Carlisle Companies position peaked at $29.1K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2025, filed 18 Feb 2026.