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EP Wealth Advisors’s Carlisle Companies CSL Stock Holding History

EP Wealth Advisors’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 		– Sell
-1,265
Closed -$422K – 1754
2026
Q1 		$422K Buy
1,265
+528
+72% +$192K ﹤0.01% 983
2025
Q4 		$236K Buy
+737
New +$239K ﹤0.01% 1279
2025
Q2 		$333K Sell
893
-2
-0.2% -$743 ﹤0.01% 960
2025
Q1 		$305K Buy
+895
New +$321K ﹤0.01% 904

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

EP Wealth Advisors's CSL Position: Q2 2026 in Review

EP Wealth Advisors sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 1,265 shares — an estimated $422K sold.

EP Wealth Advisors first reported a position in CSL in Q1 2025 and held it in 4 quarters. The position peaked at $422K in Q1 2026. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • EP Wealth Advisors reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 1,265 Carlisle Companies shares in Q2 2026, an estimated $422K.
  • EP Wealth Advisors first reported a position in Carlisle Companies in Q1 2025 and held it in 4 quarters.
  • EP Wealth Advisors's Carlisle Companies position peaked at $422K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.