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Cape Investment Advisory’s Carlisle Companies CSL Stock Holding History

Cape Investment Advisory’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 		$1.09K Buy
+3
New +$1.05K ﹤0.01% 1322
2023
Q2 		– Sell
-30
Closed -$6.78K – 926
2023
Q1 		$6.78K Buy
+30
New +$7.29K ﹤0.01% 614

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

Cape Investment Advisory's CSL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Carlisle Companies (CSL) in Q2 2026: 3 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #1322 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in CSL as recently as Q1 2023.

Cape Investment Advisory first reported a position in CSL in Q1 2023 and has held it in 2 quarters since. The position peaked at $6.78K in Q1 2023. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Cape Investment Advisory held 3 shares of Carlisle Companies worth $1.09K as of Q2 2026.
  • Carlisle Companies was a new Cape Investment Advisory position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1322 holding.
  • Cape Investment Advisory first reported a position in Carlisle Companies in Q1 2023 and has held it in 2 quarters since.
  • Cape Investment Advisory's Carlisle Companies position peaked at $6.78K in Q1 2023.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.