Creative Planning’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
Q1 | $4.23M | Buy |
12,692
+2,832
| +29% | +$1.03M | ﹤0.01% | 1330 |
|
|
2025
Q4 | $3.15M | Buy |
9,860
+1,858
| +23% | +$602K | ﹤0.01% | 1353 |
|
|
2025
Q3 | $2.63M | Sell |
8,002
-631
| -7% | -$241K | ﹤0.01% | 1327 |
|
|
2025
Q2 | $3.22M | Buy |
8,633
+191
| +2% | +$70.9K | ﹤0.01% | 988 |
|
|
2025
Q1 | $2.87M | Buy |
8,442
+2,354
| +39% | +$844K | ﹤0.01% | 958 |
|
|
2024
Q4 | $2.25M | Buy |
6,088
+66
| +1% | +$28.8K | ﹤0.01% | 1060 |
|
|
2024
Q3 | $2.71M | Buy |
6,022
+12
| +0.2% | +$4.96K | ﹤0.01% | 911 |
|
|
2024
Q2 | $2.44M | Buy |
6,010
+594
| +11% | +$239K | ﹤0.01% | 907 |
|
|
2024
Q1 | $2.12M | Buy |
5,416
+1,961
| +57% | +$665K | ﹤0.01% | 938 |
|
|
2023
Q4 | $1.08M | Buy |
3,455
+505
| +17% | +$139K | ﹤0.01% | 1188 |
|
|
2023
Q3 | $765K | Buy |
2,950
+86
| +3% | +$23.1K | ﹤0.01% | 1292 |
|
|
2023
Q2 | $735K | Buy |
2,864
+735
| +35% | +$163K | ﹤0.01% | 1299 |
|
|
2023
Q1 | $481K | Buy |
2,129
+269
| +14% | +$65.4K | ﹤0.01% | 1490 |
|
|
2022
Q4 | $438K | Sell |
1,860
-268
| -13% | -$69K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $597K | Buy |
2,128
+699
| +49% | +$200K | ﹤0.01% | 1221 |
|
|
2022
Q2 | $341K | Buy |
1,429
+293
| +26% | +$73K | ﹤0.01% | 1532 |
|
|
2022
Q1 | $279K | Buy |
1,136
+77
| +7% | +$18K | ﹤0.01% | 1677 |
|
|
2021
Q4 | $263K | Buy |
+1,059
| New | +$243K | ﹤0.01% | 1701 |
|
|
2019
Q4 | – | Sell |
-2,412
| Closed | -$351K | – | 2024 |
|
|
2019
Q3 | $351K | Buy |
2,412
+428
| +22% | +$60.1K | ﹤0.01% | 1268 |
|
|
2019
Q2 | $279K | Buy |
1,984
+13
| +0.7% | +$1.75K | ﹤0.01% | 1418 |
|
|
2019
Q1 | $242K | Sell |
1,971
-431
| -18% | -$49.8K | ﹤0.01% | 1462 |
|
|
2018
Q4 | $241K | Buy |
2,402
+118
| +5% | +$12.1K | ﹤0.01% | 1364 |
|
|
2018
Q3 | $278K | Buy |
2,284
+59
| +3% | +$7.21K | ﹤0.01% | 1453 |
|
|
2018
Q2 | $241K | Buy |
2,225
+96
| +5% | +$10.2K | ﹤0.01% | 1509 |
|
|
2018
Q1 | $222K | Buy |
2,129
+187
| +10% | +$20.5K | ﹤0.01% | 1535 |
|
|
2017
Q4 | $221K | Buy |
+1,942
| New | +$212K | ﹤0.01% | 1539 |
|
|
2017
Q3 | – | Sell |
-1,859
| Closed | -$177K | – | 2261 |
|
|
2017
Q2 | $177K | Buy |
1,859
+150
| +9% | +$15.2K | ﹤0.01% | 1595 |
|
|
2017
Q1 | $182K | Sell |
1,709
-458
| -21% | -$49.1K | ﹤0.01% | 1549 |
|
|
2016
Q4 | $239K | Sell |
2,167
-1,684
| -44% | -$184K | ﹤0.01% | 1314 |
|
|
2016
Q3 | $395K | Buy |
3,851
+1,099
| +40% | +$115K | ﹤0.01% | 1020 |
|
|
2016
Q2 | $291K | Sell |
2,752
-39
| -1% | -$3.96K | ﹤0.01% | 1071 |
|
|
2016
Q1 | $278K | Buy |
2,791
+234
| +9% | +$20.6K | ﹤0.01% | 1031 |
|
|
2015
Q4 | $227K | Buy |
2,557
+61
| +2% | +$5.4K | ﹤0.01% | 1130 |
|
|
2015
Q3 | $218K | Buy |
+2,496
| New | +$250K | ﹤0.01% | 1147 |
|
|
2015
Q2 | – | Sell |
-2,048
| Closed | -$190K | – | 1483 |
|
|
2015
Q1 | $190K | Hold |
2,048
| – | – | ﹤0.01% | 1212 |
|
|
2014
Q4 | $185K | Buy |
2,048
+30
| +1% | +$2.59K | ﹤0.01% | 1187 |
|
|
2014
Q3 | $162K | Buy |
2,018
+483
| +31% | +$40.2K | ﹤0.01% | 1180 |
|
|
2014
Q2 | $133K | Sell |
1,535
-84
| -5% | -$6.98K | ﹤0.01% | 1255 |
|
|
2014
Q1 | $128K | Buy |
1,619
+101
| +7% | +$7.85K | ﹤0.01% | 1244 |
|
|
2013
Q4 | $121K | Hold |
1,518
| – | – | ﹤0.01% | 1092 |
|
|
2013
Q3 | $107K | Hold |
1,518
| – | – | ﹤0.01% | 1074 |
|
|
2013
Q2 | $95K | Buy |
+1,518
| New | +$99.3K | ﹤0.01% | 1014 |
|
Other funds holding CSL
VPM
VCM
Creative Planning's CSL Position: Q1 2026 in Review
Creative Planning increased its Carlisle Companies (CSL) stake by 29% in Q1 2026, buying an estimated $1.03M and bringing the position to 12,692 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.
Creative Planning first reported a position in CSL in Q2 2013 and has held it in 42 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.
- Creative Planning held 12,692 shares of Carlisle Companies worth $4.23M as of Q1 2026.
- Creative Planning bought 2,832 Carlisle Companies shares in Q1 2026, an estimated $1.03M.
- Carlisle Companies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1330 holding.
- Creative Planning first reported a position in Carlisle Companies in Q2 2013 and has held it in 42 quarters since.
- 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.