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CBIZ Investment Advisory Services’s Carlisle Companies CSL Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		$6.34K Hold
19
– – ﹤0.01% 197
2025
Q4 		$6.08K Hold
19
– – ﹤0.01% 469
2025
Q3 		$6.25K Buy
19
+18
+1,800% +$6.86K ﹤0.01% 418
2025
Q2 		$373 Buy
+1
New +$371 ﹤0.01% 664

Other funds holding CSL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CBIZ Investment Advisory Services's CSL Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its Carlisle Companies (CSL) position steady in Q1 2026 at 19 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

CBIZ Investment Advisory Services first reported a position in CSL in Q2 2025 and has held it in 4 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • CBIZ Investment Advisory Services held 19 shares of Carlisle Companies worth $6.34K as of Q1 2026.
  • CBIZ Investment Advisory Services left its Carlisle Companies share count unchanged in Q1 2026.
  • Carlisle Companies made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #197 holding.
  • CBIZ Investment Advisory Services first reported a position in Carlisle Companies in Q2 2025 and has held it in 4 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.