CSL — CARLISLE COS INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  31 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported CARLISLE COS INC (CSL) in 31 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q2. The latest visible filing shows CSL at 0.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in CARLISLE COS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSL was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSL stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB held CSL — position size vs. price
% of Fund (quarterly)    CSL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 38,520 +7,371 +23.7% 0.35% $12.9M 2026-04-13 $356.83
2025 Q4 REDUCED 31,149 -7,880 -20.2% 0.26% $10.0M 2026-01-07 $325.76
2025 Q3 ADDED 39,029 +3,234 +9.0% 0.33% $12.8M 2025-10-22 $329.68
2025 Q2 ADDED 35,795 +13,707 +62.1% 0.36% $13.4M 2025-07-09 $408.81
2025 Q1 ADDED 22,088 +15,832 +253.1% 0.22% $7.5M 2025-04-01 $339.24
2024 Q4 ADDED 6,256 +4,223 +207.7% 0.06% $2.3M 2025-01-16 $389.77
2024 Q3 ADDED 2,033 +1,716 +541.3% 0.03% $914K 2024-10-02 $438.04
2024 Q2 ADDED 317 +96 +43.4% 0.00% $128K 2024-07-02 $397.82
2024 Q1 ADDED 221 +12 +5.7% 0.00% $87K 2024-04-09 $383.97
2023 Q4 ADDED 209 +1 +0.5% 0.00% $65K 2024-01-03 $294.56
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSL

As of 2026 Q1 — sorted by position size

TILIA FIDUCIARY PARTNERS, INC. 3Y 1.53% Cox Capital Mgt LLC 3Y 7Y 1.47% Laurus Global Equity Management Inc. 3Y 1.41% KWMG, LLC 3Y 7Y 0.59% Lifestyle Asset Management, Inc. 3Y 0.56% YHB Investment Advisors, Inc. 3Y 7Y 0.51% LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 3Y 7Y 0.46% Boit C F David 3Y 0.41% DIVERSIFIED MANAGEMENT INC 0.34% HM PAYSON & CO 3Y 7Y 0.34%

FAQ About MassMutual Private Wealth & Trust, FSB and CSL

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning CSL?

MassMutual Private Wealth & Trust, FSB reported CSL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSL position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for CSL was 0.36% in 2025 Q2.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 38,520 shares, equal to 0.35% of portfolio, with an estimated market value of $12.9M.

What does the chart on this CSL ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly CSL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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