Atlantic Edge Private Wealth Management
CSL icon

Atlantic Edge Private Wealth Management’s Carlisle Companies CSL Stock Holding History

Atlantic Edge Private 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
Q3 		$102K Buy
316
+26
+9% +$9.04K 0.02% 192
2026
Q2 		$105K Buy
+290
New +$102K 0.02% 191

Other funds holding CSL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Atlantic Edge Private Wealth Management's CSL Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management increased its Carlisle Companies (CSL) stake by 9% in Q3 2026, buying an estimated $9.04K and bringing the position to 316 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #192.

Atlantic Edge Private Wealth Management first reported a position in CSL in Q2 2026 and has held it in 2 quarters since. The position peaked at $105K in Q2 2026. 360 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Atlantic Edge Private Wealth Management held 316 shares of Carlisle Companies worth $102K as of Q3 2026.
  • Atlantic Edge Private Wealth Management bought 26 Carlisle Companies shares in Q3 2026, an estimated $9.04K.
  • Carlisle Companies made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Carlisle Companies in Q2 2026 and has held it in 2 quarters since.
  • Atlantic Edge Private Wealth Management's Carlisle Companies position peaked at $105K in Q2 2026.
  • 360 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.