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Bogart Wealth LLC’s Carlisle Companies CSL Stock Holding History

Bogart Wealth LLC’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 		$726 Buy
+2
New +$701 ﹤0.01% 1683
2026
Q1 		– Sell
-4
Closed -$1.28K – 1847
2025
Q4 		$1.28K Buy
+4
New +$1.3K ﹤0.01% 1263

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's CSL Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Carlisle Companies (CSL) in Q2 2026: 2 shares worth $726. The stake represents ﹤0.01% of the portfolio and ranks #1683 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in CSL as recently as Q4 2025.

Bogart Wealth LLC first reported a position in CSL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.28K in Q4 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Bogart Wealth LLC held 2 shares of Carlisle Companies worth $726 as of Q2 2026.
  • Carlisle Companies was a new Bogart Wealth LLC position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1683 holding.
  • Bogart Wealth LLC first reported a position in Carlisle Companies in Q4 2025 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Carlisle Companies position peaked at $1.28K in Q4 2025.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.