Action Point Financial Planning’s Carlisle Companies CSL Stock Holding History

Action Point Financial Planning’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 Q2	$20.7K	Buy	+58	New	+$20.3K	﹤0.01%	1116

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's CSL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Carlisle Companies (CSL) in Q2 2026: 58 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #1116 among its holdings.

792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Action Point Financial Planning held 58 shares of Carlisle Companies worth $20.7K as of Q2 2026.
Carlisle Companies was a new Action Point Financial Planning position in Q2 2026.
Carlisle Companies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1116 holding.
792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.