CFO
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CVA Family Office’s Carlisle Companies CSL Stock Holding History

CVA Family Office’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 		$27.9K Sell
77
-8
-9% -$2.8K ﹤0.01% 733
2026
Q1 		$28.4K Buy
85
+59
+227% +$21.5K ﹤0.01% 719
2025
Q4 		$8.32K Sell
26
-8
-24% -$2.59K ﹤0.01% 827
2025
Q3 		$11.2K Buy
34
+4
+13% +$1.52K ﹤0.01% 786
2025
Q2 		$11.2K Buy
30
+6
+25% +$2.23K ﹤0.01% 782
2025
Q1 		$8.17K Sell
24
-2
-8% -$717 ﹤0.01% 830
2024
Q4 		$9.59K Buy
26
+6
+30% +$2.62K ﹤0.01% 795
2024
Q3 		$8.99K Sell
20
-1
-5% -$414 ﹤0.01% 772
2024
Q2 		$8.51K Buy
21
+1
+5% +$403 ﹤0.01% 763
2024
Q1 		$7.84K Hold
20
– – ﹤0.01% 781
2023
Q4 		$6.25K Buy
+20
New +$5.51K ﹤0.01% 793
2023
Q3 		– Sell
-20
Closed -$5.13K – 390
2023
Q2 		$5.13K Sell
20
-5
-20% -$1.11K ﹤0.01% 803
2023
Q1 		$5.65K Sell
25
-25
-50% -$6.08K ﹤0.01% 761
2022
Q4 		$11.8K Sell
50
-5
-9% -$1.29K ﹤0.01% 639
2022
Q3 		$15K Hold
55
– – ﹤0.01% 574
2022
Q2 		$13K Buy
55
+5
+10% +$1.25K ﹤0.01% 610
2022
Q1 		$12K Buy
50
+30
+150% +$7.03K ﹤0.01% 645
2021
Q4 		$5K Buy
+20
New +$4.59K ﹤0.01% 741
2021
Q3 		– Sell
-20
Closed -$4K – 475
2021
Q2 		$4K Buy
+20
New +$3.72K ﹤0.01% 793

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CVA Family Office's CSL Position: Q2 2026 in Review

CVA Family Office reduced its Carlisle Companies (CSL) stake by 9.4% in Q2 2026, selling an estimated $2.8K and leaving 77 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

CVA Family Office first reported a position in CSL in Q2 2021 and has held it in 19 quarters since. The position peaked at $28.4K in Q1 2026. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • CVA Family Office held 77 shares of Carlisle Companies worth $27.9K as of Q2 2026.
  • CVA Family Office sold 8 Carlisle Companies shares in Q2 2026, an estimated $2.8K.
  • Carlisle Companies made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #733 holding.
  • CVA Family Office first reported a position in Carlisle Companies in Q2 2021 and has held it in 19 quarters since.
  • CVA Family Office's Carlisle Companies position peaked at $28.4K in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.