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Clearstead Advisors’s Carlisle Companies CSL Stock Holding History

Clearstead 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 		$222K Buy
612
+600
+5,000% +$210K ﹤0.01% 1032
2026
Q1 		$4K Sell
12
-171
-93% -$62.2K ﹤0.01% 1773
2025
Q4 		$58.5K Sell
183
-519
-74% -$168K ﹤0.01% 1332
2025
Q3 		$231K Sell
702
-110
-14% -$41.9K ﹤0.01% 845
2025
Q2 		$303K Buy
812
+110
+16% +$40.8K ﹤0.01% 756
2025
Q1 		$239K Sell
702
-83
-11% -$29.7K ﹤0.01% 773
2024
Q4 		$290K Buy
785
+11
+1% +$4.79K ﹤0.01% 738
2024
Q3 		$348K Buy
774
+84
+12% +$34.7K 0.01% 667
2024
Q2 		$280K Buy
+690
New +$278K ﹤0.01% 710
2023
Q4 		– Sell
-17
Closed -$4.41K – 1540
2023
Q3 		$4.41K Buy
+17
New +$4.56K ﹤0.01% 1099

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

Clearstead Advisors's CSL Position: Q2 2026 in Review

Clearstead Advisors increased its Carlisle Companies (CSL) stake by 5,000% in Q2 2026, buying an estimated $210K and bringing the position to 612 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Clearstead Advisors first reported a position in CSL in Q3 2023 and has held it in 10 quarters since. The position peaked at $348K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Clearstead Advisors held 612 shares of Carlisle Companies worth $222K as of Q2 2026.
  • Clearstead Advisors bought 600 Carlisle Companies shares in Q2 2026, an estimated $210K.
  • Carlisle Companies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1032 holding.
  • Clearstead Advisors first reported a position in Carlisle Companies in Q3 2023 and has held it in 10 quarters since.
  • Clearstead Advisors's Carlisle Companies position peaked at $348K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.