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Wealthspire Advisors (New York)’s Carlisle Companies CSL Stock Holding History

Wealthspire Advisors (New York)’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
-217
Closed -$71.4K – 1442
2025
Q3 		$71.4K Sell
217
-395
-65% -$151K ﹤0.01% 1122
2025
Q2 		$229K Buy
+612
New +$227K ﹤0.01% 745
2024
Q4 		– Sell
-448
Closed -$201K – 803
2024
Q3 		$201K Buy
+448
New +$185K ﹤0.01% 714
2022
Q3 		– Sell
-882
Closed -$210K – 517
2022
Q2 		$210K Buy
+882
New +$220K ﹤0.01% 464

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Wealthspire Advisors (New York)'s CSL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Carlisle Companies (CSL) in Q4 2025, closing a stake of 217 shares — an estimated $71.4K sold.

Wealthspire Advisors (New York) first reported a position in CSL in Q2 2022 and held it in 4 quarters. The position peaked at $229K in Q2 2025. 771 funds tracked by Wall St. Rank hold CSL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Carlisle Companies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 217 Carlisle Companies shares in Q4 2025, an estimated $71.4K.
  • Wealthspire Advisors (New York) first reported a position in Carlisle Companies in Q2 2022 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Carlisle Companies position peaked at $229K in Q2 2025.
  • 771 funds tracked by Wall St. Rank held Carlisle Companies as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.