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Annis Gardner Whiting Capital Advisors’s Carlisle Companies CSL Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-471
Closed -$157K – 532
2026
Q1 		$157K Sell
471
-30
-6% -$10.9K 0.03% 351
2025
Q4 		$160K Sell
501
-128
-20% -$41.5K 0.03% 323
2025
Q3 		$207K Buy
629
+624
+12,480% +$238K 0.04% 267
2025
Q2 		$1.87K Buy
+5
New +$1.86K ﹤0.01% 968
2024
Q4 		– Sell
-7
Closed -$3.15K – 787
2024
Q3 		$3.15K Hold
7
– – ﹤0.01% 674
2024
Q2 		$2.84K Hold
7
– – ﹤0.01% 831
2024
Q1 		$2.74K Hold
7
– – ﹤0.01% 825
2023
Q4 		$2.19K Buy
+7
New +$1.93K ﹤0.01% 627

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 $3.37T AUM 44.26% 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 $59.9B AUM 27.01% 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

Annis Gardner Whiting Capital Advisors's CSL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 471 shares — an estimated $157K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CSL in Q4 2023 and held it in 8 quarters. The position peaked at $207K in Q3 2025. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 471 Carlisle Companies shares in Q2 2026, an estimated $157K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Carlisle Companies in Q4 2023 and held it in 8 quarters.
  • Annis Gardner Whiting Capital Advisors's Carlisle Companies position peaked at $207K in Q3 2025.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.