Evercore Wealth Management’s Carlisle Companies CSL Stock Holding History

Evercore Wealth Management’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	$254K	Hold	700	–	–	﹤0.01%	363
2026 Q1	$234K	Hold	700	–	–	﹤0.01%	368
2025 Q4	$224K	Hold	700	–	–	﹤0.01%	379
2025 Q3	$230K	Hold	700	–	–	﹤0.01%	375
2025 Q2	$261K	Hold	700	–	–	﹤0.01%	356
2025 Q1	$238K	Sell	700 -36	-5%	-$12.9K	﹤0.01%	371
2024 Q4	$271K	Hold	736	–	–	﹤0.01%	350
2024 Q3	$331K	Hold	736	–	–	0.01%	328
2024 Q2	$298K	Hold	736	–	–	﹤0.01%	338
2024 Q1	$288K	Hold	736	–	–	﹤0.01%	348
2023 Q4	$230K	Buy	+736	New	+$203K	﹤0.01%	389
2020 Q1	–	Sell	-1,482	Closed	-$240K	–	368
2019 Q4	$240K	Buy	1,482 +15	+1%	+$2.31K	0.01%	365
2019 Q3	$213K	Hold	1,467	–	–	0.01%	382
2019 Q2	$206K	Buy	+1,467	New	+$197K	0.01%	399
2018 Q1	–	Sell	-1,300	Closed	-$148K	–	439
2017 Q4	$148K	Hold	1,300	–	–	0.01%	403
2017 Q3	$130K	Sell	1,300 -48	-4%	-$4.65K	0.01%	420
2017 Q2	$129K	Sell	1,348 -420	-24%	-$42.5K	0.01%	421
2017 Q1	$188K	Hold	1,768	–	–	0.01%	375
2016 Q4	$195K	Hold	1,768	–	–	0.01%	374
2016 Q3	$181K	Sell	1,768 -300	-15%	-$31.3K	0.01%	392
2016 Q2	$218K	Sell	2,068 -102	-5%	-$10.4K	0.01%	347
2016 Q1	$216K	Hold	2,170	–	–	0.01%	341
2015 Q4	$192K	Buy	2,170 +420	+24%	+$37.2K	0.01%	371
2015 Q3	$152K	Hold	1,750	–	–	0.01%	429
2015 Q2	$175K	Hold	1,750	–	–	0.01%	440
2015 Q1	$163K	Hold	1,750	–	–	0.01%	454
2014 Q4	$158K	Hold	1,750	–	–	0.01%	394
2014 Q3	$140K	Hold	1,750	–	–	0.01%	458
2014 Q2	$152K	Buy	1,750 +450	+35%	+$37.4K	0.01%	437
2014 Q1	$104K	Buy	+1,300	New	+$101K	0.01%	478

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evercore Wealth Management's CSL Position: Q2 2026 in Review

Evercore Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2026 at 700 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Evercore Wealth Management first reported a position in CSL in Q1 2014 and has held it in 30 quarters since. The position peaked at $331K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Evercore Wealth Management held 700 shares of Carlisle Companies worth $254K as of Q2 2026.
Evercore Wealth Management left its Carlisle Companies share count unchanged in Q2 2026.
Carlisle Companies made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #363 holding.
Evercore Wealth Management first reported a position in Carlisle Companies in Q1 2014 and has held it in 30 quarters since.
Evercore Wealth Management's Carlisle Companies position peaked at $331K in Q3 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.