Compass Wealth Management’s Carlisle Companies CSL Stock Holding History

Compass Wealth Management’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	$741K	Buy	+2,044	New	+$716K	0.14%	105

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 $59.9B AUM 27.01% 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

Compass Wealth Management's CSL Position: Q2 2026 in Review

Compass Wealth Management opened a new position in Carlisle Companies (CSL) in Q2 2026: 2,044 shares worth $741K. The stake represents 0.14% of the portfolio and ranks #105 among its holdings.

793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Compass Wealth Management held 2,044 shares of Carlisle Companies worth $741K as of Q2 2026.
Carlisle Companies was a new Compass Wealth Management position in Q2 2026.
Carlisle Companies made up 0.14% of Compass Wealth Management's portfolio in Q2 2026, its #105 holding.
793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Compass Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.