Centerpoint Advisors’s Carlisle Companies CSL Stock Holding History

Centerpoint 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 Q2	$20K	Sell	54 -1	-2%	-$350	0.01%	262
2026 Q1	$18K	Hold	55	–	–	0.01%	254
2025 Q4	$18K	Sell	55 -3	-5%	-$972	0.01%	267
2025 Q3	$19K	Hold	58	–	–	0.01%	258
2025 Q2	$22K	Buy	58 +3	+5%	+$1.11K	0.01%	220
2025 Q1	$19K	Buy	55 +9	+20%	+$3.23K	0.01%	247
2024 Q4	$17K	Hold	46	–	–	0.01%	291
2024 Q3	$21K	Sell	46 -16	-26%	-$6.62K	0.01%	260
2024 Q2	$25K	Hold	62	–	–	0.01%	229
2024 Q1	$24K	Hold	62	–	–	0.01%	222
2023 Q4	$19K	Hold	62	–	–	0.01%	245
2023 Q3	$16K	Sell	62 -1	-2%	-$268	0.01%	264
2023 Q2	$16K	Hold	63	–	–	0.01%	291
2023 Q1	$14K	Buy	63 +10	+19%	+$2.43K	0.01%	319
2022 Q4	$12K	Buy	+53	New	+$13.6K	0.01%	286

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 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

Centerpoint Advisors's CSL Position: Q2 2026 in Review

Centerpoint Advisors reduced its Carlisle Companies (CSL) stake by 1.8% in Q2 2026, selling an estimated $350 and leaving 54 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #262.

Centerpoint Advisors first reported a position in CSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $25K in Q2 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Centerpoint Advisors held 54 shares of Carlisle Companies worth $20K as of Q2 2026.
Centerpoint Advisors sold 1 Carlisle Companies share in Q2 2026, an estimated $350.
Carlisle Companies made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #262 holding.
Centerpoint Advisors first reported a position in Carlisle Companies in Q4 2022 and has held it in 15 quarters since.
Centerpoint Advisors's Carlisle Companies position peaked at $25K in Q2 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.