Annex Advisory Services’s Carlisle Companies CSL Stock Holding History

Annex Advisory Services’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	$217K	Buy	+599	New	+$210K	﹤0.01%	339
2025 Q3	–	Sell	-593	Closed	-$221K	–	319
2025 Q2	$221K	Hold	593	–	–	0.01%	292
2025 Q1	$202K	Buy	593 +22	+4%	+$7.88K	0.01%	298
2024 Q4	$211K	Hold	571	–	–	0.01%	291
2024 Q3	$257K	Hold	571	–	–	0.01%	244
2024 Q2	$231K	Hold	571	–	–	0.01%	253
2024 Q1	$224K	Buy	+571	New	+$194K	0.01%	257

Other funds holding CSL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Annex Advisory Services's CSL Position: Q2 2026 in Review

Annex Advisory Services opened a new position in Carlisle Companies (CSL) in Q2 2026: 599 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in CSL as recently as Q2 2025.

Annex Advisory Services first reported a position in CSL in Q1 2024 and has held it in 7 quarters since. The position peaked at $257K in Q3 2024. 104 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Annex Advisory Services held 599 shares of Carlisle Companies worth $217K as of Q2 2026.
Carlisle Companies was a new Annex Advisory Services position in Q2 2026.
Carlisle Companies made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #339 holding.
Annex Advisory Services first reported a position in Carlisle Companies in Q1 2024 and has held it in 7 quarters since.
Annex Advisory Services's Carlisle Companies position peaked at $257K in Q3 2024.
104 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.