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Advisor OS’s Carlisle Companies CSL Stock Holding History

Advisor OS’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 		$635K Buy
1,751
+377
+27% +$132K 0.04% 269
2026
Q1 		$458K Sell
1,374
-250
-15% -$91K 0.03% 317
2025
Q4 		$520K Buy
1,624
+340
+26% +$110K 0.04% 276
2025
Q3 		$422K Buy
1,284
+311
+32% +$119K 0.04% 291
2025
Q2 		$363K Sell
973
-55
-5% -$20.4K 0.04% 311
2025
Q1 		$350K Buy
1,028
+435
+73% +$156K 0.04% 296
2024
Q4 		$219K Buy
+593
New +$259K 0.03% 380

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's CSL Position: Q2 2026 in Review

Advisor OS increased its Carlisle Companies (CSL) stake by 27% in Q2 2026, buying an estimated $132K and bringing the position to 1,751 shares worth $635K. The position accounts for 0.04% of the portfolio, ranked #269.

Advisor OS first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Advisor OS held 1,751 shares of Carlisle Companies worth $635K as of Q2 2026.
  • Advisor OS bought 377 Carlisle Companies shares in Q2 2026, an estimated $132K.
  • Carlisle Companies made up 0.04% of Advisor OS's portfolio in Q2 2026, its #269 holding.
  • Advisor OS first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.