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
Q2 		$2.59M Buy
7,136
+1,938
+37% +$679K 0.05% 321
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 $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

Callan Family Office's CSL Position: Q2 2026 in Review

Callan Family Office increased its Carlisle Companies (CSL) stake by 37% in Q2 2026, buying an estimated $679K and bringing the position to 7,136 shares worth $2.59M. The position accounts for 0.05% of the portfolio, ranked #321.

Callan Family Office first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Callan Family Office held 7,136 shares of Carlisle Companies worth $2.59M as of Q2 2026.
  • Callan Family Office bought 1,938 Carlisle Companies shares in Q2 2026, an estimated $679K.
  • Carlisle Companies made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #321 holding.
  • Callan Family Office first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.