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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Capital Management's CSL Position: Q1 2026 in Review

Evergreen Capital Management increased its Carlisle Companies (CSL) stake by 39% in Q1 2026, buying an estimated $138K and bringing the position to 1,341 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #863.

Evergreen Capital Management first reported a position in CSL in Q2 2024 and has held it in 7 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Evergreen Capital Management held 1,341 shares of Carlisle Companies worth $447K as of Q1 2026.
  • Evergreen Capital Management bought 378 Carlisle Companies shares in Q1 2026, an estimated $138K.
  • Carlisle Companies made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #863 holding.
  • Evergreen Capital Management first reported a position in Carlisle Companies in Q2 2024 and has held it in 7 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.