Cetera Investment Advisers
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Cetera Investment Advisers’s Carlisle Companies CSL Stock Holding History

Cetera Investment Advisers’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 		$6.19M Buy
17,065
+1,144
+7% +$401K 0.01% 1459
2026
Q1 		$5.31M Buy
15,921
+3,841
+32% +$1.4M 0.01% 1469
2025
Q4 		$3.86M Buy
12,080
+1,480
+14% +$480K ﹤0.01% 1645
2025
Q3 		$3.49M Buy
10,600
+1,580
+18% +$602K ﹤0.01% 1699
2025
Q2 		$3.37M Buy
9,020
+138
+2% +$51.2K 0.01% 1473
2025
Q1 		$3.02M Buy
8,882
+458
+5% +$164K 0.01% 1435
2024
Q4 		$3.11M Sell
8,424
-625
-7% -$272K 0.01% 1332
2024
Q3 		$4.07M Buy
9,049
+785
+9% +$325K 0.01% 1116
2024
Q2 		$3.35M Buy
8,264
+9
+0.1% +$3.63K 0.01% 1222
2024
Q1 		$3.23M Buy
8,255
+5,389
+188% +$1.83M 0.01% 1236
2023
Q4 		$895K Sell
2,866
-206
-7% -$56.7K 0.01% 1160
2023
Q3 		$797K Buy
3,072
+89
+3% +$23.9K 0.01% 1155
2023
Q2 		$765K Sell
2,983
-1,267
-30% -$281K 0.01% 1201
2023
Q1 		$961K Buy
4,250
+354
+9% +$86.1K 0.01% 1054
2022
Q4 		$918K Buy
3,896
+1,696
+77% +$436K 0.01% 1035
2022
Q3 		$617K Sell
2,200
-78
-3% -$22.4K 0.01% 905
2022
Q2 		$544K Buy
2,278
+625
+38% +$156K 0.01% 1050
2022
Q1 		$407K Sell
1,653
-15
-0.9% -$3.52K 0.01% 1298
2021
Q4 		$414K Sell
1,668
-4
-0.2% -$919 0.01% 1295
2021
Q3 		$332K Buy
1,672
+26
+2% +$5.25K 0.01% 1371
2021
Q2 		$315K Sell
1,646
-329
-17% -$61.2K 0.01% 1382
2021
Q1 		$325K Buy
+1,975
New +$303K 0.01% 1219

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 $60.8B AUM 26.63% 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

Cetera Investment Advisers's CSL Position: Q2 2026 in Review

Cetera Investment Advisers increased its Carlisle Companies (CSL) stake by 7.2% in Q2 2026, buying an estimated $401K and bringing the position to 17,065 shares worth $6.19M. The position accounts for 0.01% of the portfolio, ranked #1459.

Cetera Investment Advisers first reported a position in CSL in Q1 2021 and has held it in 22 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Cetera Investment Advisers held 17,065 shares of Carlisle Companies worth $6.19M as of Q2 2026.
  • Cetera Investment Advisers bought 1,144 Carlisle Companies shares in Q2 2026, an estimated $401K.
  • Carlisle Companies made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1459 holding.
  • Cetera Investment Advisers first reported a position in Carlisle Companies in Q1 2021 and has held it in 22 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.