Wedbush Securities’s Carlisle Companies CSL Stock Holding History

Wedbush Securities’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
2026 Q1	$273K	Buy	+817	New	+$297K	0.01%	949
2025 Q3	–	Sell	-752	Closed	-$281K	–	1188
2025 Q2	$281K	Sell	752 -2	-0.3%	-$743	0.01%	873
2025 Q1	$257K	Sell	754 -191	-20%	-$68.5K	0.01%	892
2024 Q4	$349K	Hold	945	–	–	0.01%	755
2024 Q3	$425K	Buy	945 +175	+23%	+$72.4K	0.02%	664
2024 Q2	$312K	Sell	770 -40	-5%	-$16.1K	0.01%	846
2024 Q1	$317K	Hold	810	–	–	0.01%	852
2023 Q4	$253K	Sell	810 -170	-17%	-$46.8K	0.01%	848
2023 Q3	$254K	Sell	980 -200	-17%	-$53.6K	0.01%	795
2023 Q2	$303K	Buy	+1,180	New	+$261K	0.01%	752

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wedbush Securities's CSL Position: Q1 2026 in Review

Wedbush Securities opened a new position in Carlisle Companies (CSL) in Q1 2026: 817 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in CSL as recently as Q2 2025.

Wedbush Securities first reported a position in CSL in Q2 2023 and has held it in 10 quarters since. The position peaked at $425K in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Wedbush Securities held 817 shares of Carlisle Companies worth $273K as of Q1 2026.
Carlisle Companies was a new Wedbush Securities position in Q1 2026.
Carlisle Companies made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #949 holding.
Wedbush Securities first reported a position in Carlisle Companies in Q2 2023 and has held it in 10 quarters since.
Wedbush Securities's Carlisle Companies position peaked at $425K in Q3 2024.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.