Cerity Partners
CSL icon

Cerity Partners’s Carlisle Companies CSL Stock Holding History

Cerity Partners’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 		$3.59M Buy
9,908
+1,850
+23% +$648K ﹤0.01% 1268
2026
Q1 		$2.69M Buy
8,058
+1,145
+17% +$417K ﹤0.01% 1319
2025
Q4 		$2.21M Buy
6,913
+2,495
+56% +$809K ﹤0.01% 1330
2025
Q3 		$1.45M Buy
4,418
+17
+0.4% +$6.48K ﹤0.01% 1435
2025
Q2 		$1.64M Buy
4,401
+6
+0.1% +$2.23K ﹤0.01% 1301
2025
Q1 		$1.5M Sell
4,395
-1,210
-22% -$434K ﹤0.01% 1250
2024
Q4 		$2.24M Sell
5,605
-1,346
-19% -$587K ﹤0.01% 1055
2024
Q3 		$3.13M Buy
6,951
+2,285
+49% +$945K 0.01% 896
2024
Q2 		$1.89M Sell
4,666
-896
-16% -$361K 0.01% 932
2024
Q1 		$2.18M Buy
5,562
+2,685
+93% +$911K 0.01% 933
2023
Q4 		$899K Buy
+2,877
New +$792K ﹤0.01% 1022

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's CSL Position: Q2 2026 in Review

Cerity Partners increased its Carlisle Companies (CSL) stake by 23% in Q2 2026, buying an estimated $648K and bringing the position to 9,908 shares worth $3.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Cerity Partners first reported a position in CSL in Q4 2023 and has held it in 11 quarters since. 752 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Cerity Partners held 9,908 shares of Carlisle Companies worth $3.59M as of Q2 2026.
  • Cerity Partners bought 1,850 Carlisle Companies shares in Q2 2026, an estimated $648K.
  • Carlisle Companies made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1268 holding.
  • Cerity Partners first reported a position in Carlisle Companies in Q4 2023 and has held it in 11 quarters since.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.