Cornerstone Planning Group’s Carlisle Companies CSL Stock Holding History

Cornerstone Planning Group’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	$4.29K	Sell	13 -21	-62%	-$7.36K	﹤0.01%	1126
2026 Q1	$12.1K	Buy	34 +23	+209%	+$8.37K	﹤0.01%	839
2025 Q4	$3.75K	Sell	11 -4	-27%	-$1.3K	﹤0.01%	1050
2025 Q3	$4.88K	Buy	15 +7	+88%	+$2.67K	﹤0.01%	954
2025 Q2	$2.89K	Hold	8	–	–	﹤0.01%	856
2025 Q1	$2.88K	Buy	+8	New	+$2.87K	﹤0.01%	891
2024 Q3	–	Sell	-2	Closed	-$754	–	1313
2024 Q2	$754	Buy	+2	New	+$806	﹤0.01%	1003

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's CSL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Carlisle Companies (CSL) stake by 62% in Q2 2026, selling an estimated $7.36K and leaving 13 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Cornerstone Planning Group first reported a position in CSL in Q2 2024 and has held it in 7 quarters since. The position peaked at $12.1K in Q1 2026. 471 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Cornerstone Planning Group held 13 shares of Carlisle Companies worth $4.29K as of Q2 2026.
Cornerstone Planning Group sold 21 Carlisle Companies shares in Q2 2026, an estimated $7.36K.
Carlisle Companies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1126 holding.
Cornerstone Planning Group first reported a position in Carlisle Companies in Q2 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Carlisle Companies position peaked at $12.1K in Q1 2026.
471 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.