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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
Q2 		$709K Sell
1,955
-332
-15% -$116K 0.01% 1312
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 $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 $3.38T AUM 44.17% 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

Atria Investments's CSL Position: Q2 2026 in Review

Atria Investments reduced its Carlisle Companies (CSL) stake by 15% in Q2 2026, selling an estimated $116K and leaving 1,955 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #1312.

Atria Investments first reported a position in CSL in Q2 2024 and has held it in 9 quarters since. The position peaked at $950K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Atria Investments held 1,955 shares of Carlisle Companies worth $709K as of Q2 2026.
  • Atria Investments sold 332 Carlisle Companies shares in Q2 2026, an estimated $116K.
  • Carlisle Companies made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1312 holding.
  • Atria Investments first reported a position in Carlisle Companies in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Carlisle Companies position peaked at $950K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.