Bay Harbor Wealth Management’s Carlisle Companies CSL Stock Holding History

Bay Harbor 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	$3.27K	Buy	9 +2	+29%	+$701	﹤0.01%	528
2026 Q1	$2.33K	Buy	7 +1	+17%	+$364	﹤0.01%	527
2025 Q4	$1.92K	Buy	6 +2	+50%	+$648	﹤0.01%	488
2025 Q3	$1.31K	Buy	4 +1	+33%	+$381	﹤0.01%	456
2025 Q2	$1.12K	Buy	3 +1	+50%	+$371	﹤0.01%	425
2025 Q1	$681	Buy	+2	New	+$717	﹤0.01%	369

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

Bay Harbor Wealth Management's CSL Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Carlisle Companies (CSL) stake by 29% in Q2 2026, buying an estimated $701 and bringing the position to 9 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Bay Harbor Wealth Management first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Bay Harbor Wealth Management held 9 shares of Carlisle Companies worth $3.27K as of Q2 2026.
Bay Harbor Wealth Management bought 2 Carlisle Companies shares in Q2 2026, an estimated $701.
Carlisle Companies made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #528 holding.
Bay Harbor Wealth Management first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.