Activest Wealth Management’s Carlisle Companies CSL Stock Holding History

Activest Wealth Management’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	$2.18K	Buy	6 +5	+500%	+$1.75K	﹤0.01%	840
2026 Q1	$334	Buy	+1	New	+$364	﹤0.01%	1102
2025 Q4	–	Sell	-8	Closed	-$2.63K	–	1173
2025 Q3	$2.63K	Hold	8	–	–	﹤0.01%	747
2025 Q2	$2.99K	Buy	+8	New	+$2.97K	﹤0.01%	630

Other funds holding CSL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

TIM

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Activest Wealth Management's CSL Position: Q2 2026 in Review

Activest Wealth Management increased its Carlisle Companies (CSL) stake by 500% in Q2 2026, buying an estimated $1.75K and bringing the position to 6 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Activest Wealth Management first reported a position in CSL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.99K in Q2 2025. 259 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Activest Wealth Management held 6 shares of Carlisle Companies worth $2.18K as of Q2 2026.
Activest Wealth Management bought 5 Carlisle Companies shares in Q2 2026, an estimated $1.75K.
Carlisle Companies made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #840 holding.
Activest Wealth Management first reported a position in Carlisle Companies in Q2 2025 and has held it in 4 quarters since.
Activest Wealth Management's Carlisle Companies position peaked at $2.99K in Q2 2025.
259 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.