CFO
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Callan Family Office’s Carlisle Companies CSL Stock Holding History

Callan Family Office’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
Q1 		$1.73M Buy
5,198
+119
+2% +$43.3K 0.04% 394
2025
Q4 		$1.62M Buy
5,079
+3,951
+350% +$1.28M 0.03% 405
2025
Q3 		$371K Sell
1,128
-107
-9% -$40.8K 0.01% 633
2025
Q2 		$461K Buy
1,235
+415
+51% +$154K 0.01% 614
2025
Q1 		$279K Sell
820
-84
-9% -$30.1K 0.02% 439
2024
Q4 		$333K Buy
+904
New +$394K 0.02% 461

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Callan Family Office's CSL Position: Q1 2026 in Review

Callan Family Office increased its Carlisle Companies (CSL) stake by 2.3% in Q1 2026, buying an estimated $43.3K and bringing the position to 5,198 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #394.

Callan Family Office first reported a position in CSL in Q4 2024 and has held it in 6 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Callan Family Office held 5,198 shares of Carlisle Companies worth $1.73M as of Q1 2026.
  • Callan Family Office bought 119 Carlisle Companies shares in Q1 2026, an estimated $43.3K.
  • Carlisle Companies made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #394 holding.
  • Callan Family Office first reported a position in Carlisle Companies in Q4 2024 and has held it in 6 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.