Cary Street Partners Investment Advisory’s Carlisle Companies CSL Stock Holding History

Cary Street Partners 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	$163K	Sell	449 -14	-3%	-$4.9K	0.03%	420
2026 Q1	$154K	Buy	463 +57	+14%	+$20.7K	0.04%	392
2025 Q4	$130K	Sell	406 -19	-4%	-$6.16K	0.04%	387
2025 Q3	$140K	Buy	425 +11	+3%	+$4.19K	0.06%	322
2025 Q2	$155K	Buy	+414	New	+$154K	0.07%	276
2024 Q3	–	Sell	-819	Closed	-$332K	–	766
2024 Q2	$332K	Sell	819 -224	-21%	-$90.2K	0.01%	567
2024 Q1	$409K	Buy	1,043 +126	+14%	+$42.8K	0.02%	498
2023 Q4	$286K	Buy	+917	New	+$253K	0.01%	536

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cary Street Partners Investment Advisory's CSL Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Carlisle Companies (CSL) stake by 3% in Q2 2026, selling an estimated $4.9K and leaving 449 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #420.

Cary Street Partners Investment Advisory first reported a position in CSL in Q4 2023 and has held it in 8 quarters since. The position peaked at $409K in Q1 2024. 618 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Cary Street Partners Investment Advisory held 449 shares of Carlisle Companies worth $163K as of Q2 2026.
Cary Street Partners Investment Advisory sold 14 Carlisle Companies shares in Q2 2026, an estimated $4.9K.
Carlisle Companies made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #420 holding.
Cary Street Partners Investment Advisory first reported a position in Carlisle Companies in Q4 2023 and has held it in 8 quarters since.
Cary Street Partners Investment Advisory's Carlisle Companies position peaked at $409K in Q1 2024.
618 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.