Crewe Advisors’s Carlisle Companies CSL Stock Holding History

Crewe Advisors’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	$68.2K	Hold	188	–	–	﹤0.01%	393
2026 Q1	$62.7K	Hold	188	–	–	0.01%	355
2025 Q4	$60.1K	Hold	188	–	–	0.01%	344
2025 Q3	$61.8K	Hold	188	–	–	0.01%	352
2025 Q2	$70.2K	Sell	188 -12	-6%	-$4.46K	0.01%	261
2025 Q1	$68.1K	Buy	200 +12	+6%	+$4.3K	0.01%	243
2024 Q4	$69.3K	Sell	188 -105	-36%	-$45.8K	0.01%	249
2024 Q3	$132K	Buy	293 +80	+38%	+$33.1K	0.02%	194
2024 Q2	$86.3K	Buy	213 +153	+255%	+$61.6K	0.01%	294
2024 Q1	$23.5K	Buy	+60	New	+$20.4K	﹤0.01%	475
2023 Q4	–	Sell	-270	Closed	-$70K	–	475
2023 Q3	$70K	Hold	270	–	–	0.01%	119
2023 Q2	$69.3K	Sell	270 -85	-24%	-$18.8K	0.01%	241
2023 Q1	$80.3K	Sell	355 -65	-15%	-$15.8K	0.01%	253
2022 Q4	$99K	Sell	420 -15	-3%	-$3.86K	0.02%	215
2022 Q3	$122K	Sell	435 -25	-5%	-$7.17K	0.02%	201
2022 Q2	$110K	Sell	460 -90	-16%	-$22.4K	0.02%	198
2022 Q1	$135K	Buy	550 +250	+83%	+$58.6K	0.03%	148
2021 Q4	$74K	Buy	+300	New	+$68.9K	0.02%	154

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crewe Advisors's CSL Position: Q2 2026 in Review

Crewe Advisors held its Carlisle Companies (CSL) position steady in Q2 2026 at 188 shares worth $68.2K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Crewe Advisors first reported a position in CSL in Q4 2021 and has held it in 18 quarters since. The position peaked at $135K in Q1 2022. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Crewe Advisors held 188 shares of Carlisle Companies worth $68.2K as of Q2 2026.
Crewe Advisors left its Carlisle Companies share count unchanged in Q2 2026.
Carlisle Companies made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #393 holding.
Crewe Advisors first reported a position in Carlisle Companies in Q4 2021 and has held it in 18 quarters since.
Crewe Advisors's Carlisle Companies position peaked at $135K in Q1 2022.
792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.