MOODY NATIONAL BANK TRUST DIVISION CSL — CARLISLE COS INC

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  7 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported CARLISLE COS INC (CSL) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows CSL at 0.05% 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.

What this CSL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION'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 Q2

CSL was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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 MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,764 +14 +0.8% 0.05% $640K 2026-07-07 $352.63
2026 Q1 ADDED — — — 1,750 +29 +1.7% 0.06% $584K 2026-04-09 $348.08
2025 Q4 REDUCED 34.1% +4.6% ❌ 1,721 -892 -34.1% 0.05% $550K 2026-01-12 $352.84
2025 Q3 ADDED — — — 2,613 +273 +11.7% 0.07% $860K 2025-10-06 $324.17
2025 Q2 REDUCED — — — 2,340 -35 -1.5% 0.08% $874K 2025-07-10 $409.37
2025 Q1 ADDED — — — 2,375 +11 +0.5% 0.08% $809K 2025-04-04 $321.33
2024 Q4 INITIATED — — — 2,364 — — 0.09% $872K 2025-01-13 $365.34

🏢 Other funds also holding CSL

As of 2026 Q2 — sorted by position size

EXCALIBUR MANAGEMENT CORP 3Y 7Y 8.53% THOMPSON DAVIS & CO., INC. 3Y 7Y 6.28% Lodge Hill Capital, LLC 3Y 7Y 6.25% Triodos Investment Management BV 3Y 7Y 2.36% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 2.31% WAYCROSS PARTNERS, LLC 3Y 2.12% Mirabaud Asset Management Ltd 1.93% Running Oak Capital LLC 3Y 1.84% Madison Asset Management, LLC 3Y 1.82% 2Xideas AG 3Y 1.81%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and CSL

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

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning CSL?

MOODY NATIONAL BANK TRUST DIVISION reported CSL across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CSL position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for CSL was 0.09% in 2024 Q4.

What is the latest reported CSL position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 1,764 shares, equal to 0.05% of portfolio, with an estimated market value of $640K.

What does the chart on this CSL ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION'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.

How well did MOODY NATIONAL BANK TRUST DIVISION time their CSL position?

Based on 13F filing dates vs. subsequent CSL price moves, MOODY NATIONAL BANK TRUST DIVISION correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on CSL relative to SPY over the holding period was -18.6%.

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