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Carlisle Companies shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Carlisle Companies (CSL) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Carlisle Companies

Tip: Access up to 7 years of quarterly data

All positions including Carlisle Companies held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carlisle Companies by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 6.4k 449.75
2024-06-30 $2.6M 6.4k 405.21
2024-03-31 $1.3M 3.2k 391.85

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Merck & Co (MRK)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Carlisle Companies

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Invesco
Franklin Resources
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Geode Capital Management
Generation Investment Management
Dimensional Fund Advisors
Bessemer
CI Private Wealth
Bank of New York Mellon

View all funds holding Carlisle Companies