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Elevation Wealth Partners’s Carlisle Companies CSL Stock Holding History

Elevation 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 		$9.07K Sell
25
-3
-11% -$1.05K ﹤0.01% 835
2026
Q1 		$9.34K Buy
+28
New +$10.2K ﹤0.01% 525

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

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

Elevation Wealth Partners reduced its Carlisle Companies (CSL) stake by 11% in Q2 2026, selling an estimated $1.05K and leaving 25 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Elevation Wealth Partners first reported a position in CSL in Q1 2026 and has held it in 2 quarters since. The position peaked at $9.34K in Q1 2026. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Elevation Wealth Partners held 25 shares of Carlisle Companies worth $9.07K as of Q2 2026.
  • Elevation Wealth Partners sold 3 Carlisle Companies shares in Q2 2026, an estimated $1.05K.
  • Carlisle Companies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #835 holding.
  • Elevation Wealth Partners first reported a position in Carlisle Companies in Q1 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Carlisle Companies position peaked at $9.34K in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.