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Atria Investments’s Carlisle Companies CSL Stock Holding History

Atria Investments’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 		$763K Buy
2,287
+663
+41% +$241K 0.01% 1212
2025
Q4 		$519K Buy
1,624
+18
+1% +$5.83K 0.01% 1421
2025
Q3 		$528K Sell
1,606
-468
-23% -$178K 0.01% 1388
2025
Q2 		$774K Buy
2,074
+333
+19% +$124K 0.01% 1180
2025
Q1 		$593K Sell
1,741
-290
-14% -$104K 0.01% 1255
2024
Q4 		$749K Sell
2,031
-82
-4% -$35.7K 0.01% 1133
2024
Q3 		$950K Buy
2,113
+237
+13% +$98K 0.01% 996
2024
Q2 		$760K Buy
+1,876
New +$756K 0.01% 1084

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

Atria Investments's CSL Position: Q1 2026 in Review

Atria Investments increased its Carlisle Companies (CSL) stake by 41% in Q1 2026, buying an estimated $241K and bringing the position to 2,287 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #1212.

Atria Investments first reported a position in CSL in Q2 2024 and has held it in 8 quarters since. The position peaked at $950K in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Atria Investments held 2,287 shares of Carlisle Companies worth $763K as of Q1 2026.
  • Atria Investments bought 663 Carlisle Companies shares in Q1 2026, an estimated $241K.
  • Carlisle Companies made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1212 holding.
  • Atria Investments first reported a position in Carlisle Companies in Q2 2024 and has held it in 8 quarters since.
  • Atria Investments's Carlisle Companies position peaked at $950K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.