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Beacon Pointe Advisors’s Carlisle Companies CSL Stock Holding History

Beacon Pointe Advisors’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 		$354K Sell
977
-1,631
-63% -$571K ﹤0.01% 1516
2026
Q1 		$870K Buy
+2,608
New +$949K ﹤0.01% 1053
2025
Q4 		– Sell
-891
Closed -$293K – 1519
2025
Q3 		$293K Buy
+891
New +$340K ﹤0.01% 1190

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

Beacon Pointe Advisors's CSL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Carlisle Companies (CSL) stake by 63% in Q2 2026, selling an estimated $571K and leaving 977 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Beacon Pointe Advisors first reported a position in CSL in Q3 2025 and has held it in 3 quarters since. The position peaked at $870K in Q1 2026. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Beacon Pointe Advisors held 977 shares of Carlisle Companies worth $354K as of Q2 2026.
  • Beacon Pointe Advisors sold 1,631 Carlisle Companies shares in Q2 2026, an estimated $571K.
  • Carlisle Companies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1516 holding.
  • Beacon Pointe Advisors first reported a position in Carlisle Companies in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Carlisle Companies position peaked at $870K in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.