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Diversified Trust’s Carlisle Companies CSL Stock Holding History

Diversified Trust’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 		$1.33M Sell
3,658
-88
-2% -$30.8K 0.02% 405
2026
Q1 		$1.25M Buy
3,746
+542
+17% +$197K 0.02% 395
2025
Q4 		$1.02M Buy
3,204
+2,114
+194% +$685K 0.02% 437
2025
Q3 		$359K Buy
+1,090
New +$416K 0.01% 751
2020
Q1 		– Sell
-1,237
Closed -$200K – 434
2019
Q4 		$200K Buy
+1,237
New +$191K 0.01% 429

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
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
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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Diversified Trust's CSL Position: Q2 2026 in Review

Diversified Trust reduced its Carlisle Companies (CSL) stake by 2.3% in Q2 2026, selling an estimated $30.8K and leaving 3,658 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #405.

Diversified Trust first reported a position in CSL in Q4 2019 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Diversified Trust held 3,658 shares of Carlisle Companies worth $1.33M as of Q2 2026.
  • Diversified Trust sold 88 Carlisle Companies shares in Q2 2026, an estimated $30.8K.
  • Carlisle Companies made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #405 holding.
  • Diversified Trust first reported a position in Carlisle Companies in Q4 2019 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.