AE Wealth Management’s Carlisle Companies CSL Stock Holding History

AE 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	–	Sell	-1,270	Closed	-$424K	–	2696
2026 Q1	$424K	Sell	1,270 -1,117	-47%	-$407K	﹤0.01%	1194
2025 Q4	$764K	Buy	+2,387	New	+$774K	﹤0.01%	890
2025 Q1	–	Sell	-1,066	Closed	-$393K	–	2172
2024 Q4	$393K	Buy	1,066 +504	+90%	+$220K	﹤0.01%	984
2024 Q3	$253K	Buy	562 +6	+1%	+$2.48K	﹤0.01%	1089
2024 Q2	$226K	Buy	556 +16	+3%	+$6.45K	﹤0.01%	1124
2024 Q1	$212K	Sell	540 -5,240	-91%	-$1.78M	﹤0.01%	1076
2023 Q4	$1.79M	Buy	5,780 +1,684	+41%	+$464K	0.01%	944
2023 Q3	$1.06M	Buy	4,096 +2,344	+134%	+$628K	0.01%	1072
2023 Q2	$449K	Buy	+1,752	New	+$388K	﹤0.01%	1449
2022 Q4	–	Sell	-3,373	Closed	-$946K	–	1828
2022 Q3	$946K	Buy	+3,373	New	+$967K	0.01%	962

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 $60.8B AUM 26.63% 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

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

AE Wealth Management sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 1,270 shares — an estimated $424K sold.

AE Wealth Management first reported a position in CSL in Q3 2022 and held it in 10 quarters. The position peaked at $1.79M in Q4 2023. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

AE Wealth Management reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 1,270 Carlisle Companies shares in Q2 2026, an estimated $424K.
AE Wealth Management first reported a position in Carlisle Companies in Q3 2022 and held it in 10 quarters.
AE Wealth Management's Carlisle Companies position peaked at $1.79M in Q4 2023.
797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.