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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Group's CSL Position: Q1 2026 in Review

Cornerstone Wealth Group opened a new position in Carlisle Companies (CSL) in Q1 2026: 574 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in CSL as recently as Q2 2025.

Cornerstone Wealth Group first reported a position in CSL in Q1 2024 and has held it in 5 quarters since. The position peaked at $242K in Q3 2024. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Cornerstone Wealth Group held 574 shares of Carlisle Companies worth $205K as of Q1 2026.
  • Carlisle Companies was a new Cornerstone Wealth Group position in Q1 2026.
  • Carlisle Companies made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #431 holding.
  • Cornerstone Wealth Group first reported a position in Carlisle Companies in Q1 2024 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's Carlisle Companies position peaked at $242K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.