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Avior Wealth Management’s Carlisle Companies CSL Stock Holding History

Avior Wealth Management’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 		$1.13M Buy
3,123
+330
+12% +$116K 0.03% 332
2026
Q1 		$932K Sell
2,793
-714
-20% -$260K 0.03% 372
2025
Q4 		$1.12M Hold
3,507
– – 0.04% 292
2025
Q3 		$1.15M Buy
3,507
+697
+25% +$266K 0.04% 283
2025
Q2 		$1.05M Buy
2,810
+1,785
+174% +$663K 0.04% 278
2025
Q1 		$349K Sell
1,025
-4
-0.4% -$1.43K 0.01% 509
2024
Q4 		$380K Buy
1,029
+1
+0.1% +$436 0.01% 526
2024
Q3 		$462K Hold
1,028
– – 0.02% 469
2024
Q2 		$417K Buy
1,028
+5
+0.5% +$2.01K 0.02% 484
2024
Q1 		$401K Buy
1,023
+16
+2% +$5.43K 0.02% 509
2023
Q4 		$315K Hold
1,007
– – 0.02% 440
2023
Q3 		$261K Buy
+1,007
New +$270K 0.02% 473
2019
Q1 		– Sell
-2,016
Closed -$202K – 658
2018
Q4 		$202K Buy
2,016
+345
+21% +$35.5K 0.05% 312
2018
Q3 		$204K Sell
1,671
-175
-9% -$21.4K 0.04% 333
2018
Q2 		$200K Buy
1,846
+101
+6% +$10.7K 0.05% 328
2018
Q1 		$182K Sell
1,745
-33
-2% -$3.62K 0.04% 339
2017
Q4 		$202K Buy
+1,778
New +$194K 0.05% 326

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

Avior Wealth Management's CSL Position: Q2 2026 in Review

Avior Wealth Management increased its Carlisle Companies (CSL) stake by 12% in Q2 2026, buying an estimated $116K and bringing the position to 3,123 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #332.

Avior Wealth Management first reported a position in CSL in Q4 2017 and has held it in 17 quarters since. The position peaked at $1.15M in Q3 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Avior Wealth Management held 3,123 shares of Carlisle Companies worth $1.13M as of Q2 2026.
  • Avior Wealth Management bought 330 Carlisle Companies shares in Q2 2026, an estimated $116K.
  • Carlisle Companies made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Avior Wealth Management first reported a position in Carlisle Companies in Q4 2017 and has held it in 17 quarters since.
  • Avior Wealth Management's Carlisle Companies position peaked at $1.15M in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.