Creative Financial Designs’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $251K | Sell |
692
-13
| -2% | -$4.55K | 0.01% | 554 |
|
|
2026
Q1 | $235K | Sell |
705
-12
| -2% | -$4.37K | 0.01% | 480 |
|
|
2025
Q4 | $229K | Sell |
717
-50
| -7% | -$16.2K | 0.01% | 449 |
|
|
2025
Q3 | $252K | Sell |
767
-28
| -4% | -$10.7K | 0.02% | 435 |
|
|
2025
Q2 | $297K | Buy |
795
+7
| +0.9% | +$2.6K | 0.02% | 404 |
|
|
2025
Q1 | $268K | Buy |
788
+19
| +2% | +$6.81K | 0.02% | 385 |
|
|
2024
Q4 | $284K | Sell |
769
-3
| -0.4% | -$1.31K | 0.02% | 375 |
|
|
2024
Q3 | $347K | Hold |
772
| – | – | 0.03% | 341 |
|
|
2024
Q2 | $313K | Buy |
772
+583
| +308% | +$235K | 0.03% | 348 |
|
|
2024
Q1 | $73.9K | Buy |
189
+30
| +19% | +$10.2K | 0.01% | 629 |
|
|
2023
Q4 | $49.6K | Buy |
159
+10
| +7% | +$2.75K | 0.01% | 686 |
|
|
2023
Q3 | $38.5K | Buy |
149
+14
| +10% | +$3.75K | ﹤0.01% | 695 |
|
|
2023
Q2 | $34.5K | Buy |
135
+2
| +2% | +$443 | ﹤0.01% | 727 |
|
|
2023
Q1 | $30.2K | Buy |
133
+56
| +73% | +$13.6K | ﹤0.01% | 708 |
|
|
2022
Q4 | $18.2K | Hold |
77
| – | – | ﹤0.01% | 783 |
|
|
2022
Q3 | $22K | Hold |
77
| – | – | ﹤0.01% | 711 |
|
|
2022
Q2 | $18K | Buy |
77
+45
| +141% | +$11.2K | ﹤0.01% | 755 |
|
|
2022
Q1 | $8K | Hold |
32
| – | – | ﹤0.01% | 945 |
|
|
2021
Q4 | $8K | Hold |
32
| – | – | ﹤0.01% | 939 |
|
|
2021
Q3 | $6K | Hold |
32
| – | – | ﹤0.01% | 1107 |
|
|
2021
Q2 | $6K | Hold |
32
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q1 | $5K | Hold |
32
| – | – | ﹤0.01% | 1048 |
|
|
2020
Q4 | $5K | Hold |
32
| – | – | ﹤0.01% | 972 |
|
|
2020
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 963 |
|
|
2020
Q2 | $4K | Buy |
+32
| New | +$3.85K | ﹤0.01% | 906 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$4K | – | 619 |
|
|
2018
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 553 |
|
|
2018
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 607 |
|
|
2018
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 553 |
|
|
2017
Q4 | $4K | Hold |
32
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $3K | Hold |
32
| – | – | ﹤0.01% | 580 |
|
|
2017
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 585 |
|
|
2017
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 547 |
|
|
2016
Q4 | $4K | Buy |
+32
| New | +$3.49K | ﹤0.01% | 496 |
|
Other funds holding CSL
Creative Financial Designs's CSL Position: Q2 2026 in Review
Creative Financial Designs reduced its Carlisle Companies (CSL) stake by 1.8% in Q2 2026, selling an estimated $4.55K and leaving 692 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #554.
Creative Financial Designs first reported a position in CSL in Q4 2016 and has held it in 33 quarters since. The position peaked at $347K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.
- Creative Financial Designs held 692 shares of Carlisle Companies worth $251K as of Q2 2026.
- Creative Financial Designs sold 13 Carlisle Companies shares in Q2 2026, an estimated $4.55K.
- Carlisle Companies made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #554 holding.
- Creative Financial Designs first reported a position in Carlisle Companies in Q4 2016 and has held it in 33 quarters since.
- Creative Financial Designs's Carlisle Companies position peaked at $347K in Q3 2024.
- 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.
Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.