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WBI Investments’s Carlisle Companies CSL Stock Holding History

WBI Investments’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
-2,195
Closed -$820K – 311
2025
Q2 		$820K Buy
+2,195
New +$815K 0.21% 143
2024
Q4 		– Sell
-1,633
Closed -$734K – 221
2024
Q3 		$734K Sell
1,633
-6,541
-80% -$2.71M 0.18% 138
2024
Q2 		$3.31M Buy
+8,174
New +$3.29M 0.8% 30

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

WBI Investments's CSL Position: Q3 2025 in Review

WBI Investments sold out of Carlisle Companies (CSL) in Q3 2025, closing a stake of 2,195 shares — an estimated $820K sold.

WBI Investments first reported a position in CSL in Q2 2024 and held it in 3 quarters. The position peaked at $3.31M in Q2 2024. 752 funds tracked by Wall St. Rank hold CSL as of Q3 2025.

  • WBI Investments reported no remaining Carlisle Companies position as of Q3 2025 after selling out during the quarter.
  • WBI Investments sold 2,195 Carlisle Companies shares in Q3 2025, an estimated $820K.
  • WBI Investments first reported a position in Carlisle Companies in Q2 2024 and held it in 3 quarters.
  • WBI Investments's Carlisle Companies position peaked at $3.31M in Q2 2024.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2025.

Based on WBI Investments's 13F filing for Q3 2025, filed 20 Nov 2025.