Superior Planning, LLC’s Carlisle Companies CSL Stock Holding History

Superior Planning, LLC’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	$6.12K	Buy	+19	New	+$6.6K	﹤0.01%	1124

Other funds holding CSL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Superior Planning, LLC's CSL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Carlisle Companies (CSL) in Q3 2026: 19 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

522 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Superior Planning, LLC held 19 shares of Carlisle Companies worth $6.12K as of Q3 2026.
Carlisle Companies was a new Superior Planning, LLC position in Q3 2026.
Carlisle Companies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1124 holding.
522 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.