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Cornerstone Wealth Group’s Carlisle Companies CSL Stock Holding History

Cornerstone Wealth 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 		$208K Sell
573
-1
-0.2% -$350 0.01% 484
2026
Q1 		$205K Buy
+574
New +$209K 0.01% 431
2025
Q3 		– Sell
-549
Closed -$205K – 354
2025
Q2 		$205K Buy
+549
New +$204K 0.02% 311
2024
Q4 		– Sell
-539
Closed -$242K – 278
2024
Q3 		$242K Buy
539
+1
+0.2% +$414 0.02% 229
2024
Q2 		$218K Hold
538
– – 0.02% 232
2024
Q1 		$211K Buy
+538
New +$183K 0.02% 228

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

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

Cornerstone Wealth Group reduced its Carlisle Companies (CSL) stake by 0.17% in Q2 2026, selling an estimated $350 and leaving 573 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #484.

Cornerstone Wealth Group first reported a position in CSL in Q1 2024 and has held it in 6 quarters since. The position peaked at $242K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Cornerstone Wealth Group held 573 shares of Carlisle Companies worth $208K as of Q2 2026.
  • Cornerstone Wealth Group sold 1 Carlisle Companies share in Q2 2026, an estimated $350.
  • Carlisle Companies made up 0.01% of Cornerstone Wealth Group's portfolio in Q2 2026, its #484 holding.
  • Cornerstone Wealth Group first reported a position in Carlisle Companies in Q1 2024 and has held it in 6 quarters since.
  • Cornerstone Wealth Group's Carlisle Companies position peaked at $242K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.