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Birch Hill Investment Advisors’s Carlisle Companies CSL Stock Holding History

Birch Hill 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 		$18M Buy
49,537
+505
+1% +$177K 0.73% 36
2026
Q1 		$16.4M Buy
49,032
+1,445
+3% +$526K 0.73% 35
2025
Q4 		$15.2M Sell
47,587
-5,560
-10% -$1.8M 0.64% 36
2025
Q3 		$17.5M Buy
53,147
+2,430
+5% +$926K 0.74% 36
2025
Q2 		$18.9M Buy
50,717
+1,853
+4% +$688K 0.84% 33
2025
Q1 		$16.6M Buy
48,864
+30,015
+159% +$10.8M 0.79% 33
2024
Q4 		$6.95M Buy
18,849
+2,705
+17% +$1.18M 0.32% 45
2024
Q3 		$7.26M Buy
16,144
+995
+7% +$412K 0.34% 43
2024
Q2 		$6.14M Buy
15,149
+105
+0.7% +$42.3K 0.3% 48
2024
Q1 		$5.89M Buy
15,044
+670
+5% +$227K 0.29% 50
2023
Q4 		$4.49M Buy
14,374
+4,820
+50% +$1.33M 0.24% 54
2023
Q3 		$2.48M Buy
9,554
+2,110
+28% +$566K 0.15% 70
2023
Q2 		$1.91M Sell
7,444
-20
-0.3% -$4.43K 0.11% 78
2023
Q1 		$1.69M Sell
7,464
-120
-2% -$29.2K 0.1% 82
2022
Q4 		$1.79M Sell
7,584
-20
-0.3% -$5.15K 0.11% 77
2022
Q3 		$2.13M Sell
7,604
-10
-0.1% -$2.87K 0.14% 69
2022
Q2 		$1.82M Sell
7,614
-10
-0.1% -$2.49K 0.11% 76
2022
Q1 		$1.88M Sell
7,624
-220
-3% -$51.6K 0.1% 80
2021
Q4 		$1.95M Sell
7,844
-390
-5% -$89.6K 0.1% 79
2021
Q3 		$1.64M Buy
8,234
+840
+11% +$170K 0.09% 81
2021
Q2 		$1.42M Hold
7,394
– – 0.08% 87
2021
Q1 		$1.22M Hold
7,394
– – 0.07% 88
2020
Q4 		$1.16M Hold
7,394
– – 0.07% 89
2020
Q3 		$905K Sell
7,394
-51
-0.7% -$6.26K 0.06% 88
2020
Q2 		$891K Hold
7,445
– – 0.07% 85
2020
Q1 		$933K Buy
7,445
+1,040
+16% +$154K 0.08% 81
2019
Q4 		$1.04M Hold
6,405
– – 0.07% 88
2019
Q3 		$932K Hold
6,405
– – 0.07% 92
2019
Q2 		$899K Sell
6,405
-75
-1% -$10.1K 0.07% 94
2019
Q1 		$795K Sell
6,480
-431
-6% -$49.8K 0.06% 93
2018
Q4 		$695K Sell
6,911
-25
-0.4% -$2.57K 0.06% 94
2018
Q3 		$845K Hold
6,936
– – 0.06% 95
2018
Q2 		$751K Hold
6,936
– – 0.06% 94
2018
Q1 		$724K Hold
6,936
– – 0.06% 90
2017
Q4 		$788K Sell
6,936
-100
-1% -$10.9K 0.07% 88
2017
Q3 		$706K Hold
7,036
– – 0.06% 89
2017
Q2 		$671K Hold
7,036
– – 0.06% 87
2017
Q1 		$749K Sell
7,036
-150
-2% -$16.1K 0.06% 85
2016
Q4 		$793K Hold
7,186
– – 0.07% 82
2016
Q3 		$737K Sell
7,186
-150
-2% -$15.7K 0.07% 84
2016
Q2 		$775K Buy
7,336
+100
+1% +$10.2K 0.08% 83
2016
Q1 		$720K Hold
7,236
– – 0.08% 84
2015
Q4 		$642K Hold
7,236
– – 0.07% 89
2015
Q3 		$632K Sell
7,236
-400
-5% -$40K 0.07% 91
2015
Q2 		$765K Sell
7,636
-500
-6% -$49K 0.08% 89
2015
Q1 		$754K Sell
8,136
-500
-6% -$46.1K 0.08% 91
2014
Q4 		$779K Sell
8,636
-6,525
-43% -$564K 0.08% 90
2014
Q3 		$1.22M Sell
15,161
-5
-0% -$416 0.13% 73
2014
Q2 		$1.31M Hold
15,166
– – 0.14% 70
2014
Q1 		$1.2M Sell
15,166
-250
-2% -$19.4K 0.13% 75
2013
Q4 		$1.22M Sell
15,416
-500
-3% -$36.7K 0.13% 74
2013
Q3 		$1.12M Sell
15,916
-2,964
-16% -$200K 0.13% 76
2013
Q2 		$1.18M Buy
+18,880
New +$1.24M 0.15% 76

Other funds holding CSL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Birch Hill Investment Advisors's CSL Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its Carlisle Companies (CSL) stake by 1% in Q2 2026, buying an estimated $177K and bringing the position to 49,537 shares worth $18M. The position accounts for 0.73% of the portfolio, ranked #36.

Birch Hill Investment Advisors first reported a position in CSL in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.9M in Q2 2025. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Birch Hill Investment Advisors held 49,537 shares of Carlisle Companies worth $18M as of Q2 2026.
  • Birch Hill Investment Advisors bought 505 Carlisle Companies shares in Q2 2026, an estimated $177K.
  • Carlisle Companies made up 0.73% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Birch Hill Investment Advisors first reported a position in Carlisle Companies in Q2 2013 and has held it in 53 quarters since.
  • Birch Hill Investment Advisors's Carlisle Companies position peaked at $18.9M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.