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 Q3	–	Sell	-838	Closed	-$304K	–	1330
2026 Q2	$304K	Buy	838 +21	+3%	+$7.36K	0.01%	943
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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Wedbush Securities's CSL Position: Q3 2026 in Review

Wedbush Securities sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 838 shares — an estimated $304K sold.

Wedbush Securities first reported a position in CSL in Q2 2023 and held it in 11 quarters. The position peaked at $425K in Q3 2024. 148 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Wedbush Securities reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
Wedbush Securities sold 838 Carlisle Companies shares in Q3 2026, an estimated $304K.
Wedbush Securities first reported a position in Carlisle Companies in Q2 2023 and held it in 11 quarters.
Wedbush Securities's Carlisle Companies position peaked at $425K in Q3 2024.
148 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.