CX Institutional’s Carlisle Companies CSL Stock Holding History

CX Institutional’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	$11.5M	Buy	31,783 +747	+2%	+$262K	0.33%	67
2026 Q1	$10.4M	Buy	31,036 +30,127	+3,314%	+$11M	0.32%	68
2025 Q4	$291K	Sell	909 -456	-33%	-$148K	0.01%	593
2025 Q3	$449K	Buy	1,365 +1,221	+848%	+$466K	0.01%	459
2025 Q2	$54K	Hold	144	–	–	﹤0.01%	844
2025 Q1	$49K	Buy	+144	New	+$51.6K	﹤0.01%	837
2022 Q3	–	Sell	-180	Closed	-$43K	–	599
2022 Q2	$43K	Buy	+180	New	+$44.8K	﹤0.01%	706
2021 Q4	–	Sell	-180	Closed	-$36K	–	446
2021 Q3	$36K	Hold	180	–	–	﹤0.01%	644
2021 Q2	$34K	Hold	180	–	–	﹤0.01%	636
2021 Q1	$30K	Hold	180	–	–	﹤0.01%	595
2020 Q4	$28K	Hold	180	–	–	﹤0.01%	545
2020 Q3	$22K	Buy	+180	New	+$22.1K	﹤0.01%	523

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

CX Institutional's CSL Position: Q2 2026 in Review

CX Institutional increased its Carlisle Companies (CSL) stake by 2.4% in Q2 2026, buying an estimated $262K and bringing the position to 31,783 shares worth $11.5M. The position accounts for 0.33% of the portfolio, ranked #67.

CX Institutional first reported a position in CSL in Q3 2020 and has held it in 12 quarters since. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

CX Institutional held 31,783 shares of Carlisle Companies worth $11.5M as of Q2 2026.
CX Institutional bought 747 Carlisle Companies shares in Q2 2026, an estimated $262K.
Carlisle Companies made up 0.33% of CX Institutional's portfolio in Q2 2026, its #67 holding.
CX Institutional first reported a position in Carlisle Companies in Q3 2020 and has held it in 12 quarters since.
792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.