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Burney Company’s Carlisle Companies CSL Stock Holding History

Burney Company’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 		$3.7M Sell
10,198
-326
-3% -$114K 0.1% 169
2026
Q1 		$3.51M Sell
10,524
-1,261
-11% -$459K 0.11% 163
2025
Q4 		$3.77M Sell
11,785
-662
-5% -$215K 0.12% 165
2025
Q3 		$4.09M Sell
12,447
-3,936
-24% -$1.5M 0.13% 154
2025
Q2 		$6.12M Sell
16,383
-85
-0.5% -$31.6K 0.21% 106
2025
Q1 		$5.61M Sell
16,468
-376
-2% -$135K 0.2% 108
2024
Q4 		$6.21M Sell
16,844
-258
-2% -$112K 0.22% 97
2024
Q3 		$7.69M Sell
17,102
-367
-2% -$152K 0.27% 88
2024
Q2 		$7.08M Sell
17,469
-571
-3% -$230K 0.27% 91
2024
Q1 		$7.07M Sell
18,040
-495
-3% -$168K 0.27% 95
2023
Q4 		$5.79M Sell
18,535
-456
-2% -$126K 0.24% 106
2023
Q3 		$4.92M Buy
18,991
+396
+2% +$106K 0.23% 114
2023
Q2 		$4.77M Buy
18,595
+600
+3% +$133K 0.22% 120
2023
Q1 		$4.07M Buy
17,995
+12,901
+253% +$3.14M 0.2% 142
2022
Q4 		$1.2M Buy
5,094
+1,192
+31% +$307K 0.06% 275
2022
Q3 		$1.09M Buy
3,902
+22
+0.6% +$6.3K 0.06% 284
2022
Q2 		$926K Sell
3,880
-7,208
-65% -$1.8M 0.05% 315
2022
Q1 		$2.73M Sell
11,088
-1,049
-9% -$246K 0.13% 192
2021
Q4 		$3.01M Sell
12,137
-542
-4% -$124K 0.13% 185
2021
Q3 		$2.52M Sell
12,679
-379
-3% -$76.5K 0.12% 200
2021
Q2 		$2.5M Sell
13,058
-191
-1% -$35.5K 0.12% 206
2021
Q1 		$2.18M Buy
13,249
+275
+2% +$42.2K 0.11% 210
2020
Q4 		$2.03M Sell
12,974
-143
-1% -$20.1K 0.11% 211
2020
Q3 		$1.6M Buy
13,117
+10,742
+452% +$1.32M 0.1% 233
2020
Q2 		$284K Hold
2,375
– – 0.02% 411
2020
Q1 		$298K Sell
2,375
-1,475
-38% -$219K 0.02% 356
2019
Q4 		$623K Hold
3,850
– – 0.03% 316
2019
Q3 		$560K Hold
3,850
– – 0.03% 311
2019
Q2 		$541K Hold
3,850
– – 0.03% 315
2019
Q1 		$472K Sell
3,850
-325
-8% -$37.5K 0.03% 328
2018
Q4 		$420K Hold
4,175
– – 0.03% 329
2018
Q3 		$509K Hold
4,175
– – 0.03% 322
2018
Q2 		$452K Hold
4,175
– – 0.03% 327
2018
Q1 		$436K Sell
4,175
-290
-6% -$31.8K 0.03% 309
2017
Q4 		$507K Buy
4,465
+5
+0.1% +$545 0.03% 297
2017
Q3 		$448K Buy
4,460
+155
+4% +$15K 0.03% 288
2017
Q2 		$405K Buy
4,305
+2,395
+125% +$242K 0.03% 294
2017
Q1 		$203K Hold
1,910
– – 0.01% 374
2016
Q4 		$211K Buy
+1,910
New +$209K 0.01% 363
2016
Q3 		– Sell
-1,910
Closed -$202K – 380
2016
Q2 		$202K Buy
+1,910
New +$194K 0.01% 358

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Burney Company's CSL Position: Q2 2026 in Review

Burney Company reduced its Carlisle Companies (CSL) stake by 3.1% in Q2 2026, selling an estimated $114K and leaving 10,198 shares worth $3.7M. The position accounts for 0.1% of the portfolio, ranked #169.

Burney Company first reported a position in CSL in Q2 2016 and has held it in 40 quarters since. The position peaked at $7.69M in Q3 2024. 106 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Burney Company held 10,198 shares of Carlisle Companies worth $3.7M as of Q2 2026.
  • Burney Company sold 326 Carlisle Companies shares in Q2 2026, an estimated $114K.
  • Carlisle Companies made up 0.1% of Burney Company's portfolio in Q2 2026, its #169 holding.
  • Burney Company first reported a position in Carlisle Companies in Q2 2016 and has held it in 40 quarters since.
  • Burney Company's Carlisle Companies position peaked at $7.69M in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.