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Evermay Wealth Management’s Carlisle Companies CSL Stock Holding History

Evermay 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 		$12.7K Hold
35
– – ﹤0.01% 487
2026
Q1 		$11.7K Hold
35
– – ﹤0.01% 448
2025
Q4 		$11.2K Hold
35
– – ﹤0.01% 437
2025
Q3 		$11.5K Hold
35
– – ﹤0.01% 431
2025
Q2 		$13.1K Hold
35
– – ﹤0.01% 422
2025
Q1 		$11.9K Hold
35
– – ﹤0.01% 430
2024
Q4 		$12.9K Hold
35
– – ﹤0.01% 414
2024
Q3 		$15.7K Hold
35
– – ﹤0.01% 412
2024
Q2 		$14.2K Hold
35
– – ﹤0.01% 426
2024
Q1 		$13.7K Hold
35
– – ﹤0.01% 444
2023
Q4 		$10.9K Hold
35
– – ﹤0.01% 445
2023
Q3 		$9.07K Buy
+35
New +$9.38K ﹤0.01% 440

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 $59.9B AUM 27.01% 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

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

Evermay Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2026 at 35 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Evermay Wealth Management first reported a position in CSL in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.7K in Q3 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Evermay Wealth Management held 35 shares of Carlisle Companies worth $12.7K as of Q2 2026.
  • Evermay Wealth Management left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #487 holding.
  • Evermay Wealth Management first reported a position in Carlisle Companies in Q3 2023 and has held it in 12 quarters since.
  • Evermay Wealth Management's Carlisle Companies position peaked at $15.7K in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.