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Clearstead Trust’s Carlisle Companies CSL Stock Holding History

Clearstead Trust’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 		$13.1K Hold
36
– – ﹤0.01% 559
2026
Q1 		$12K Hold
36
– – ﹤0.01% 532
2025
Q4 		$11.5K Buy
36
+14
+64% +$4.54K ﹤0.01% 555
2025
Q3 		$7.24K Hold
22
– – ﹤0.01% 669
2025
Q2 		$8.21K Hold
22
– – ﹤0.01% 635
2025
Q1 		$7.49K Buy
+22
New +$7.88K ﹤0.01% 514

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 Trust's CSL Position: Q2 2026 in Review

Clearstead Trust held its Carlisle Companies (CSL) position steady in Q2 2026 at 36 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Clearstead Trust first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Clearstead Trust held 36 shares of Carlisle Companies worth $13.1K as of Q2 2026.
  • Clearstead Trust left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #559 holding.
  • Clearstead Trust first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

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