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Atomi Financial Group’s Carlisle Companies CSL Stock Holding History

Atomi Financial Group’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
Q1 		$228K Buy
+684
New +$249K 0.01% 1093
2025
Q4 		– Sell
-708
Closed -$233K – 1224
2025
Q3 		$233K Buy
708
+41
+6% +$15.6K 0.01% 1033
2025
Q2 		$249K Buy
+667
New +$248K 0.01% 922
2024
Q4 		– Sell
-520
Closed -$234K – 977
2024
Q3 		$234K Sell
520
-29
-5% -$12K 0.01% 786
2024
Q2 		$222K Buy
+549
New +$221K 0.02% 701

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atomi Financial Group's CSL Position: Q1 2026 in Review

Atomi Financial Group opened a new position in Carlisle Companies (CSL) in Q1 2026: 684 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #1093 among its holdings. This is a return to the name: Atomi Financial Group previously reported a position in CSL as recently as Q3 2025.

Atomi Financial Group first reported a position in CSL in Q2 2024 and has held it in 5 quarters since. The position peaked at $249K in Q2 2025. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Atomi Financial Group held 684 shares of Carlisle Companies worth $228K as of Q1 2026.
  • Carlisle Companies was a new Atomi Financial Group position in Q1 2026.
  • Carlisle Companies made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1093 holding.
  • Atomi Financial Group first reported a position in Carlisle Companies in Q2 2024 and has held it in 5 quarters since.
  • Atomi Financial Group's Carlisle Companies position peaked at $249K in Q2 2025.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.