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Carter Financial Group’s Carlisle Companies CSL Stock Holding History

Carter Financial Group’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 		$220K Buy
606
+2
+0.3% +$701 0.11% 125
2026
Q1 		$202K Buy
+604
New +$220K 0.12% 119
2025
Q3 		– Sell
-599
Closed -$223K – 122
2025
Q2 		$223K Buy
+599
New +$222K 0.15% 99

Other funds holding CSL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Carter Financial Group's CSL Position: Q2 2026 in Review

Carter Financial Group increased its Carlisle Companies (CSL) stake by 0.33% in Q2 2026, buying an estimated $701 and bringing the position to 606 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #125.

Carter Financial Group first reported a position in CSL in Q2 2025 and has held it in 3 quarters since. The position peaked at $223K in Q2 2025. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Carter Financial Group held 606 shares of Carlisle Companies worth $220K as of Q2 2026.
  • Carter Financial Group bought 2 Carlisle Companies shares in Q2 2026, an estimated $701.
  • Carlisle Companies made up 0.11% of Carter Financial Group's portfolio in Q2 2026, its #125 holding.
  • Carter Financial Group first reported a position in Carlisle Companies in Q2 2025 and has held it in 3 quarters since.
  • Carter Financial Group's Carlisle Companies position peaked at $223K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.