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Aventura Private Wealth’s Carlisle Companies CSL Stock Holding History

Aventura Private Wealth’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 		$726 Hold
2
– – ﹤0.01% 908
2026
Q1 		$667 Hold
2
– – ﹤0.01% 829
2025
Q4 		$640 Hold
2
– – ﹤0.01% 782
2025
Q3 		$658 Hold
2
– – ﹤0.01% 752
2025
Q2 		$747 Hold
2
– – ﹤0.01% 710
2025
Q1 		$681 Hold
2
– – ﹤0.01% 687
2024
Q4 		$738 Buy
+2
New +$872 ﹤0.01% 657

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

Aventura Private Wealth's CSL Position: Q2 2026 in Review

Aventura Private Wealth held its Carlisle Companies (CSL) position steady in Q2 2026 at 2 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Aventura Private Wealth first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $747 in Q2 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Aventura Private Wealth held 2 shares of Carlisle Companies worth $726 as of Q2 2026.
  • Aventura Private Wealth left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #908 holding.
  • Aventura Private Wealth first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Carlisle Companies position peaked at $747 in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.