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Advisornet Financial’s Carlisle Companies CSL Stock Holding History

Advisornet Financial’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 		$89.2K Hold
246
– – ﹤0.01% 918
2026
Q1 		$82.1K Buy
246
+8
+3% +$2.91K ﹤0.01% 886
2025
Q4 		$76.1K Buy
238
+10
+4% +$3.24K ﹤0.01% 914
2025
Q3 		$75K Hold
228
– – ﹤0.01% 891
2025
Q2 		$85.1K Buy
228
+1
+0.4% +$371 0.01% 805
2025
Q1 		$77.3K Buy
227
+10
+5% +$3.58K 0.01% 794
2024
Q4 		$80K Hold
217
– – 0.01% 743
2024
Q3 		$97.6K Buy
217
+212
+4,240% +$87.7K 0.01% 712
2024
Q2 		$2.03K Buy
5
+3
+150% +$1.21K ﹤0.01% 1634
2024
Q1 		$784 Sell
2
-21
-91% -$7.13K ﹤0.01% 1824
2023
Q4 		$7.19K Buy
23
+8
+53% +$2.2K ﹤0.01% 1405
2023
Q3 		$3.89K Buy
15
+1
+7% +$268 ﹤0.01% 1479
2023
Q2 		$3.59K Hold
14
– – ﹤0.01% 1580
2023
Q1 		$3.17K Buy
14
+4
+40% +$973 ﹤0.01% 1588
2022
Q4 		$2.36K Sell
10
-2
-17% -$515 ﹤0.01% 1637
2022
Q3 		$3K Hold
12
– – ﹤0.01% 1597
2022
Q2 		$3K Buy
+12
New +$2.99K ﹤0.01% 1603
2020
Q4 		– Sell
-11
Closed -$1K – 1693
2020
Q3 		$1K Hold
11
– – ﹤0.01% 1615
2020
Q2 		$1K Hold
11
– – ﹤0.01% 1654
2020
Q1 		$1K Hold
11
– – ﹤0.01% 1649
2019
Q4 		$2K Hold
11
– – ﹤0.01% 1663
2019
Q3 		$2K Sell
11
-22
-67% -$3.09K ﹤0.01% 1671
2019
Q2 		$5K Buy
33
+22
+200% +$2.96K ﹤0.01% 1377
2019
Q1 		$1K Buy
+11
New +$1.27K ﹤0.01% 1479

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 $3.38T AUM 44.17% 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

Advisornet Financial's CSL Position: Q2 2026 in Review

Advisornet Financial held its Carlisle Companies (CSL) position steady in Q2 2026 at 246 shares worth $89.2K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Advisornet Financial first reported a position in CSL in Q1 2019 and has held it in 24 quarters since. The position peaked at $97.6K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Advisornet Financial held 246 shares of Carlisle Companies worth $89.2K as of Q2 2026.
  • Advisornet Financial left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #918 holding.
  • Advisornet Financial first reported a position in Carlisle Companies in Q1 2019 and has held it in 24 quarters since.
  • Advisornet Financial's Carlisle Companies position peaked at $97.6K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.