Bank Julius Baer & Co’s Carlisle Companies CSL Stock Holding History

Bank Julius Baer & Co’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	$1.35M	Sell	3,718 -1,526	-29%	-$534K	﹤0.01%	369
2026 Q1	$1.71M	Sell	5,244 -911	-15%	-$332K	0.01%	335
2025 Q4	$1.99M	Sell	6,155 -1,236	-17%	-$401K	0.01%	325
2025 Q3	$2.43M	Sell	7,391 -10,690	-59%	-$4.08M	0.01%	311
2025 Q2	$6.75M	Sell	18,081 -3,705	-17%	-$1.38M	0.02%	211
2025 Q1	$7.46M	Buy	+21,786	New	+$7.81M	0.02%	215
2022 Q1	–	Sell	-5,000	Closed	-$1.24M	–	631
2021 Q4	$1.24M	Hold	5,000	–	–	0.01%	321
2021 Q3	$994K	Sell	5,000 -1	-0%	-$202	0.01%	333
2021 Q2	$957K	Buy	5,001 +1	+0%	+$186	0.01%	354
2021 Q1	$823K	Sell	5,000 -1,300	-21%	-$199K	0.01%	362
2020 Q4	$984K	Hold	6,300	–	–	0.01%	354
2020 Q3	$771K	Hold	6,300	–	–	0.01%	326
2020 Q2	$754K	Sell	6,300 -348	-5%	-$41.8K	0.01%	308
2020 Q1	$833K	Buy	+6,648	New	+$986K	0.02%	250

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank Julius Baer & Co's CSL Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Carlisle Companies (CSL) stake by 29% in Q2 2026, selling an estimated $534K and leaving 3,718 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Bank Julius Baer & Co first reported a position in CSL in Q1 2020 and has held it in 14 quarters since. The position peaked at $7.46M in Q1 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Bank Julius Baer & Co held 3,718 shares of Carlisle Companies worth $1.35M as of Q2 2026.
Bank Julius Baer & Co sold 1,526 Carlisle Companies shares in Q2 2026, an estimated $534K.
Carlisle Companies made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #369 holding.
Bank Julius Baer & Co first reported a position in Carlisle Companies in Q1 2020 and has held it in 14 quarters since.
Bank Julius Baer & Co's Carlisle Companies position peaked at $7.46M in Q1 2025.
797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.