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Avion Wealth’s Carlisle Companies CSL Stock Holding History

Avion 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 		$1K Buy
5
+4
+400% +$1.4K ﹤0.01% 1212
2026
Q1 		$0 Buy
+1
New +$364 ﹤0.01% 1311
2025
Q4 		– Sell
-4
Closed -$1K – 1303
2025
Q3 		$1K Sell
4
-1
-20% -$381 ﹤0.01% 982
2025
Q2 		$1K Buy
5
+4
+400% +$1.49K ﹤0.01% 938
2025
Q1 		$0 Buy
+1
New +$358 ﹤0.01% 1083
2024
Q3 		– Sell
-1
Closed – – 1065
2024
Q2 		$0 Buy
+1
New +$403 ﹤0.01% 977
2024
Q1 		– Sell
-2
Closed -$1K – 1167
2023
Q4 		$1K Hold
2
– – ﹤0.01% 743
2023
Q3 		$0 Hold
2
– – ﹤0.01% 862
2023
Q2 		$0 Buy
+2
New +$443 ﹤0.01% 769

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

Avion Wealth's CSL Position: Q2 2026 in Review

Avion Wealth increased its Carlisle Companies (CSL) stake by 400% in Q2 2026, buying an estimated $1.4K and bringing the position to 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Avion Wealth first reported a position in CSL in Q2 2023 and has held it in 9 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Avion Wealth held 5 shares of Carlisle Companies worth $1K as of Q2 2026.
  • Avion Wealth bought 4 Carlisle Companies shares in Q2 2026, an estimated $1.4K.
  • Carlisle Companies made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1212 holding.
  • Avion Wealth first reported a position in Carlisle Companies in Q2 2023 and has held it in 9 quarters since.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.