Covea Finance
CSL icon

Covea Finance’s Carlisle Companies CSL Stock Holding History

Covea Finance’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
Q3 		$3.42M Buy
10,600
+1,200
+13% +$417K 0.11% 142
2026
Q2 		$3.41M Hold
9,400
– – 0.11% 136
2026
Q1 		$3.14M Hold
9,400
– – 0.11% 126
2025
Q4 		$3.01M Hold
9,400
– – 0.1% 121
2025
Q3 		$3.09M Hold
9,400
– – 0.11% 118
2025
Q2 		$3.51M Buy
9,400
+3,400
+57% +$1.26M 0.13% 112
2025
Q1 		$2.04M Buy
+6,000
New +$2.15M 0.09% 109

Other funds holding CSL

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Birch Hill Investment Advisors
Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Covea Finance's CSL Position: Q3 2026 in Review

Covea Finance increased its Carlisle Companies (CSL) stake by 13% in Q3 2026, buying an estimated $417K and bringing the position to 10,600 shares worth $3.42M. The position accounts for 0.11% of the portfolio, ranked #142.

Covea Finance first reported a position in CSL in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.51M in Q2 2025. 148 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Covea Finance held 10,600 shares of Carlisle Companies worth $3.42M as of Q3 2026.
  • Covea Finance bought 1,200 Carlisle Companies shares in Q3 2026, an estimated $417K.
  • Carlisle Companies made up 0.11% of Covea Finance's portfolio in Q3 2026, its #142 holding.
  • Covea Finance first reported a position in Carlisle Companies in Q1 2025 and has held it in 7 quarters since.
  • Covea Finance's Carlisle Companies position peaked at $3.51M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Covea Finance's 13F filing for Q3 2026, filed 21 Oct 2026.