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 Q3	$264K	Hold	820	–	–	0.03%	92
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

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Allied Investment Advisors's CSL Position: Q3 2026 in Review

Allied Investment Advisors held its Carlisle Companies (CSL) position steady in Q3 2026 at 820 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #92.

Allied Investment Advisors first reported a position in CSL in Q4 2021 and has held it in 17 quarters since. The position peaked at $369K in Q3 2024. 55 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Allied Investment Advisors held 820 shares of Carlisle Companies worth $264K as of Q3 2026.
Allied Investment Advisors left its Carlisle Companies share count unchanged in Q3 2026.
Carlisle Companies made up 0.03% of Allied Investment Advisors's portfolio in Q3 2026, its #92 holding.
Allied Investment Advisors first reported a position in Carlisle Companies in Q4 2021 and has held it in 17 quarters since.
Allied Investment Advisors's Carlisle Companies position peaked at $369K in Q3 2024.
55 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.