Cypress Advisory Group’s Carlisle Companies CSL Stock Holding History

Cypress Advisory Group’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	$727K	Hold	2,005	–	–	0.56%	52
2026 Q1	$669K	Sell	2,005 -7	-0.3%	-$2.55K	0.51%	58
2025 Q4	$644K	Sell	2,012 -35	-2%	-$11.3K	0.47%	56
2025 Q3	$673K	Hold	2,047	–	–	0.5%	53
2025 Q2	$764K	Buy	+2,047	New	+$760K	0.59%	48

Other funds holding CSL

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Cypress Advisory Group's CSL Position: Q2 2026 in Review

Cypress Advisory Group held its Carlisle Companies (CSL) position steady in Q2 2026 at 2,005 shares worth $727K. The position accounts for 0.56% of the portfolio, ranked #52.

Cypress Advisory Group first reported a position in CSL in Q2 2025 and has held it in 5 quarters since. The position peaked at $764K in Q2 2025. 190 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Cypress Advisory Group held 2,005 shares of Carlisle Companies worth $727K as of Q2 2026.
Cypress Advisory Group left its Carlisle Companies share count unchanged in Q2 2026.
Carlisle Companies made up 0.56% of Cypress Advisory Group's portfolio in Q2 2026, its #52 holding.
Cypress Advisory Group first reported a position in Carlisle Companies in Q2 2025 and has held it in 5 quarters since.
Cypress Advisory Group's Carlisle Companies position peaked at $764K in Q2 2025.
190 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.