Allied Investment Advisors’s Carlisle Companies CSL Stock Holding History

Allied Investment Advisors’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	$297K	Hold	820	–	–	0.04%	88
2026 Q1	$274K	Hold	820	–	–	0.04%	85
2025 Q4	$262K	Hold	820	–	–	0.04%	88
2025 Q3	$270K	Hold	820	–	–	0.04%	82
2025 Q2	$306K	Hold	820	–	–	0.05%	74
2025 Q1	$279K	Hold	820	–	–	0.05%	73
2024 Q4	$302K	Hold	820	–	–	0.06%	66
2024 Q3	$369K	Hold	820	–	–	0.07%	58
2024 Q2	$332K	Hold	820	–	–	0.08%	53
2024 Q1	$321K	Hold	820	–	–	0.08%	50
2023 Q4	$256K	Hold	820	–	–	0.07%	57
2023 Q3	$213K	Hold	820	–	–	0.06%	55
2023 Q2	$210K	Buy	+820	New	+$182K	0.06%	57
2022 Q4	–	Sell	-820	Closed	-$230K	–	58
2022 Q3	$230K	Buy	+820	New	+$235K	0.09%	52
2022 Q2	–	Sell	-820	Closed	-$202K	–	57
2022 Q1	$202K	Hold	820	–	–	0.07%	60
2021 Q4	$203K	Buy	+820	New	+$188K	0.07%	59

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

Allied Investment Advisors's CSL Position: Q2 2026 in Review

Allied Investment Advisors held its Carlisle Companies (CSL) position steady in Q2 2026 at 820 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #88.

Allied Investment Advisors first reported a position in CSL in Q4 2021 and has held it in 16 quarters since. The position peaked at $369K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Allied Investment Advisors held 820 shares of Carlisle Companies worth $297K as of Q2 2026.
Allied Investment Advisors left its Carlisle Companies share count unchanged in Q2 2026.
Carlisle Companies made up 0.04% of Allied Investment Advisors's portfolio in Q2 2026, its #88 holding.
Allied Investment Advisors first reported a position in Carlisle Companies in Q4 2021 and has held it in 16 quarters since.
Allied Investment Advisors's Carlisle Companies position peaked at $369K in Q3 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.