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Waverly Advisors’s Carlisle Companies CSL Stock Holding History

Waverly 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
Q3 		– Sell
-634
Closed -$237K – 1288
2025
Q2 		$237K Buy
634
+9
+1% +$3.34K ﹤0.01% 1067
2025
Q1 		$213K Buy
625
+79
+14% +$28.3K ﹤0.01% 1036
2024
Q4 		$201K Sell
546
-267
-33% -$116K ﹤0.01% 933
2024
Q3 		$366K Sell
813
-336
-29% -$139K 0.01% 638
2024
Q2 		$466K Buy
+1,149
New +$463K 0.01% 594

Other funds holding CSL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Waverly Advisors's CSL Position: Q3 2025 in Review

Waverly Advisors sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 634 shares — an estimated $237K sold.

Waverly Advisors first reported a position in CSL in Q2 2024 and held it in 5 quarters. The position peaked at $466K in Q2 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • Waverly Advisors reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 634 Carlisle Companies shares in Q3 2025, an estimated $237K.
  • Waverly Advisors first reported a position in Carlisle Companies in Q2 2024 and held it in 5 quarters.
  • Waverly Advisors's Carlisle Companies position peaked at $466K in Q2 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.