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BHK Investment Advisors’s Carlisle Companies CSL Stock Holding History

BHK Investment 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 		$1.12M Buy
3,089
+180
+6% +$63K 0.33% 34
2026
Q1 		$970K Buy
2,909
+1
+0% +$364 0.32% 34
2025
Q4 		$930K Buy
2,908
+365
+14% +$118K 0.31% 35
2025
Q3 		$837K Sell
2,543
-25
-1% -$9.53K 0.31% 30
2025
Q2 		$959K Buy
2,568
+50
+2% +$18.6K 0.38% 27
2025
Q1 		$857K Buy
2,518
+510
+25% +$183K 0.36% 28
2024
Q4 		$741K Sell
2,008
-54
-3% -$23.5K 0.28% 32
2024
Q3 		$927K Sell
2,062
-460
-18% -$190K 0.35% 30
2024
Q2 		$1.02M Sell
2,522
-135
-5% -$54.4K 0.4% 30
2024
Q1 		$1.04M Buy
2,657
+910
+52% +$309K 0.4% 30
2023
Q4 		$546K Sell
1,747
-1,320
-43% -$364K 0.31% 28
2023
Q3 		$795K Sell
3,067
-285
-9% -$76.4K 0.37% 28
2023
Q2 		$860K Buy
3,352
+1,126
+51% +$249K 0.37% 29
2023
Q1 		$503K Buy
2,226
+350
+19% +$85.1K 0.22% 39
2022
Q4 		$442K Buy
1,876
+615
+49% +$158K 0.25% 36
2022
Q3 		$354K Sell
1,261
-650
-34% -$186K 0.18% 45
2022
Q2 		$456K Sell
1,911
-105
-5% -$26.2K 0.21% 41
2022
Q1 		$496K Hold
2,016
– – 0.21% 35
2021
Q4 		$500K Sell
2,016
-75
-4% -$17.2K 0.2% 37
2021
Q3 		$416K Sell
2,091
-200
-9% -$40.4K 0.17% 42
2021
Q2 		$438K Buy
2,291
+151
+7% +$28.1K 0.18% 38
2021
Q1 		$334K Hold
2,140
– – 0.16% 51
2020
Q4 		$334K Hold
2,140
– – 0.16% 49
2020
Q3 		$262K Buy
2,140
+225
+12% +$27.6K 0.15% 54
2020
Q2 		$229K Buy
+1,915
New +$230K 0.14% 54

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 $59.9B AUM 27.01% 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

BHK Investment Advisors's CSL Position: Q2 2026 in Review

BHK Investment Advisors increased its Carlisle Companies (CSL) stake by 6.2% in Q2 2026, buying an estimated $63K and bringing the position to 3,089 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #34.

BHK Investment Advisors first reported a position in CSL in Q2 2020 and has held it in 25 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • BHK Investment Advisors held 3,089 shares of Carlisle Companies worth $1.12M as of Q2 2026.
  • BHK Investment Advisors bought 180 Carlisle Companies shares in Q2 2026, an estimated $63K.
  • Carlisle Companies made up 0.33% of BHK Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • BHK Investment Advisors first reported a position in Carlisle Companies in Q2 2020 and has held it in 25 quarters since.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on BHK Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.