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Concurrent Investment Advisors’s Carlisle Companies CSL Stock Holding History

Concurrent Investment 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 		$896K Buy
2,469
+409
+20% +$143K 0.01% 1064
2026
Q1 		$687K Sell
2,060
-694
-25% -$253K 0.01% 1065
2025
Q4 		$881K Buy
2,754
+1,336
+94% +$433K 0.01% 891
2025
Q3 		$466K Buy
+1,418
New +$541K 0.01% 944

Other funds holding CSL

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Concurrent Investment Advisors's CSL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Carlisle Companies (CSL) stake by 20% in Q2 2026, buying an estimated $143K and bringing the position to 2,469 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #1064.

Concurrent Investment Advisors first reported a position in CSL in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Concurrent Investment Advisors held 2,469 shares of Carlisle Companies worth $896K as of Q2 2026.
  • Concurrent Investment Advisors bought 409 Carlisle Companies shares in Q2 2026, an estimated $143K.
  • Carlisle Companies made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1064 holding.
  • Concurrent Investment Advisors first reported a position in Carlisle Companies in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.