ECM
CSL icon

Evergreen Capital Management’s Carlisle Companies CSL Stock Holding History

Evergreen Capital 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 		$973K Buy
2,682
+1,341
+100% +$470K 0.02% 554
2026
Q1 		$447K Buy
1,341
+378
+39% +$138K 0.01% 863
2025
Q4 		$308K Sell
963
-129
-12% -$41.8K 0.01% 1018
2025
Q3 		$359K Buy
1,092
+399
+58% +$152K 0.01% 849
2025
Q2 		$259K Sell
693
-115
-14% -$42.7K 0.01% 870
2025
Q1 		$275K Buy
+808
New +$290K 0.01% 801
2024
Q4 		– Sell
-804
Closed -$362K – 1077
2024
Q3 		$362K Sell
804
-147
-15% -$60.8K 0.01% 637
2024
Q2 		$385K Buy
+951
New +$383K 0.01% 555

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

Evergreen Capital Management's CSL Position: Q2 2026 in Review

Evergreen Capital Management increased its Carlisle Companies (CSL) stake by 100% in Q2 2026, buying an estimated $470K and bringing the position to 2,682 shares worth $973K. The position accounts for 0.02% of the portfolio, ranked #554.

Evergreen Capital Management first reported a position in CSL in Q2 2024 and has held it in 8 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Evergreen Capital Management held 2,682 shares of Carlisle Companies worth $973K as of Q2 2026.
  • Evergreen Capital Management bought 1,341 Carlisle Companies shares in Q2 2026, an estimated $470K.
  • Carlisle Companies made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #554 holding.
  • Evergreen Capital Management first reported a position in Carlisle Companies in Q2 2024 and has held it in 8 quarters since.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.