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Cyndeo Wealth Partners’s Carlisle Companies CSL Stock Holding History

Cyndeo Wealth Partners’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 		$221K Buy
+609
New +$213K 0.01% 485
2025
Q3 		– Sell
-569
Closed -$212K – 480
2025
Q2 		$212K Buy
+569
New +$211K 0.01% 441
2025
Q1 		– Sell
-602
Closed -$222K – 456
2024
Q4 		$222K Hold
602
– – 0.02% 419
2024
Q3 		$271K Buy
602
+1
+0.2% +$414 0.02% 387
2024
Q2 		$244K Sell
601
-3
-0.5% -$1.21K 0.02% 359
2024
Q1 		$237K Buy
+604
New +$205K 0.02% 352

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 $60.8B AUM 26.63% 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

Cyndeo Wealth Partners's CSL Position: Q2 2026 in Review

Cyndeo Wealth Partners opened a new position in Carlisle Companies (CSL) in Q2 2026: 609 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: Cyndeo Wealth Partners previously reported a position in CSL as recently as Q2 2025.

Cyndeo Wealth Partners first reported a position in CSL in Q1 2024 and has held it in 6 quarters since. The position peaked at $271K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Cyndeo Wealth Partners held 609 shares of Carlisle Companies worth $221K as of Q2 2026.
  • Carlisle Companies was a new Cyndeo Wealth Partners position in Q2 2026.
  • Carlisle Companies made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #485 holding.
  • Cyndeo Wealth Partners first reported a position in Carlisle Companies in Q1 2024 and has held it in 6 quarters since.
  • Cyndeo Wealth Partners's Carlisle Companies position peaked at $271K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.