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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
Q2 		$277K Buy
763
+79
+12% +$27.7K 0.01% 1076
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 $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 $60.8B AUM 26.63% 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

Atomi Financial Group's CSL Position: Q2 2026 in Review

Atomi Financial Group increased its Carlisle Companies (CSL) stake by 12% in Q2 2026, buying an estimated $27.7K and bringing the position to 763 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1076.

Atomi Financial Group first reported a position in CSL in Q2 2024 and has held it in 6 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Atomi Financial Group held 763 shares of Carlisle Companies worth $277K as of Q2 2026.
  • Atomi Financial Group bought 79 Carlisle Companies shares in Q2 2026, an estimated $27.7K.
  • Carlisle Companies made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1076 holding.
  • Atomi Financial Group first reported a position in Carlisle Companies in Q2 2024 and has held it in 6 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.