Envestnet Portfolio Solutions
CSL icon

Envestnet Portfolio Solutions’s Carlisle Companies CSL Stock Holding History

Envestnet Portfolio Solutions’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 		$2.24M Sell
6,173
-306
-5% -$107K 0.01% 475
2026
Q1 		$2.16M Buy
6,479
+1,994
+44% +$726K 0.01% 440
2025
Q4 		$1.43M Sell
4,485
-32
-0.7% -$10.4K 0.01% 644
2025
Q3 		$1.49M Buy
4,517
+779
+21% +$297K 0.01% 609
2025
Q2 		$1.4M Buy
3,738
+2,442
+188% +$907K 0.01% 678
2025
Q1 		$441K Sell
1,296
-226
-15% -$81K ﹤0.01% 1103
2024
Q4 		$561K Buy
1,522
+176
+13% +$76.7K ﹤0.01% 1185
2024
Q3 		$605K Sell
1,346
-503
-27% -$208K ﹤0.01% 1096
2024
Q2 		$749K Buy
1,849
+356
+24% +$143K ﹤0.01% 964
2024
Q1 		$585K Sell
1,493
-29
-2% -$9.84K ﹤0.01% 1050
2023
Q4 		$475K Buy
1,522
+45
+3% +$12.4K ﹤0.01% 1076
2023
Q3 		$383K Buy
+1,477
New +$396K ﹤0.01% 1104

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's CSL Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Carlisle Companies (CSL) stake by 4.7% in Q2 2026, selling an estimated $107K and leaving 6,173 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #475.

Envestnet Portfolio Solutions first reported a position in CSL in Q3 2023 and has held it in 12 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,173 shares of Carlisle Companies worth $2.24M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 306 Carlisle Companies shares in Q2 2026, an estimated $107K.
  • Carlisle Companies made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #475 holding.
  • Envestnet Portfolio Solutions first reported a position in Carlisle Companies in Q3 2023 and has held it in 12 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.