Cardiff Park Advisors’s Carlisle Companies CSL Stock Holding History

Cardiff Park Advisors’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 Q3	$351K	Buy	1,089 +3	+0.3%	+$1.04K	0.02%	219
2026 Q2	$394K	Buy	1,086 +4	+0.4%	+$1.4K	0.03%	196
2026 Q1	$361K	Buy	1,082 +3	+0.3%	+$1.09K	0.03%	212
2025 Q4	$345K	Buy	1,079 +4	+0.4%	+$1.3K	0.03%	205
2025 Q3	$354K	Buy	1,075 +3	+0.3%	+$1.14K	0.03%	219
2025 Q2	$400K	Buy	1,072 +3	+0.3%	+$1.11K	0.03%	193
2025 Q1	$364K	Buy	1,069 +3	+0.3%	+$1.08K	0.04%	190
2024 Q4	$393K	Buy	1,066 +2	+0.2%	+$872	0.04%	185
2024 Q3	$479K	Buy	1,064 +3	+0.3%	+$1.24K	0.04%	165
2024 Q2	$430K	Buy	1,061 +2	+0.2%	+$806	0.04%	170
2024 Q1	$415K	Buy	1,059 +2	+0.2%	+$679	0.04%	179
2023 Q4	$330K	Buy	1,057 +3	+0.3%	+$826	0.04%	180
2023 Q3	$273K	Buy	1,054 +4	+0.4%	+$1.07K	0.03%	181
2023 Q2	$269K	Buy	1,050 +3	+0.3%	+$665	0.03%	197
2023 Q1	$237K	Buy	1,047 +4	+0.4%	+$973	0.03%	208
2022 Q4	$246K	Buy	1,043 +3	+0.3%	+$772	0.03%	209
2022 Q3	$292K	Buy	1,040 +2	+0.2%	+$573	0.05%	189
2022 Q2	$248K	Buy	1,038 +2	+0.2%	+$498	0.04%	212
2022 Q1	$255K	Buy	1,036 +3	+0.3%	+$703	0.04%	200
2021 Q4	$256K	Buy	+1,033	New	+$237K	0.03%	205

Other funds holding CSL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Cardiff Park Advisors's CSL Position: Q3 2026 in Review

Cardiff Park Advisors increased its Carlisle Companies (CSL) stake by 0.28% in Q3 2026, buying an estimated $1.04K and bringing the position to 1,089 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #219.

Cardiff Park Advisors first reported a position in CSL in Q4 2021 and has held it in 20 quarters since. The position peaked at $479K in Q3 2024. 391 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

Cardiff Park Advisors held 1,089 shares of Carlisle Companies worth $351K as of Q3 2026.
Cardiff Park Advisors bought 3 Carlisle Companies shares in Q3 2026, an estimated $1.04K.
Carlisle Companies made up 0.02% of Cardiff Park Advisors's portfolio in Q3 2026, its #219 holding.
Cardiff Park Advisors first reported a position in Carlisle Companies in Q4 2021 and has held it in 20 quarters since.
Cardiff Park Advisors's Carlisle Companies position peaked at $479K in Q3 2024.
391 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.