EverSource Wealth Advisors’s Carlisle Companies CSL Stock Holding History

EverSource 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	$168K	Buy	462 +35	+8%	+$12.3K	0.01%	1095
2026 Q1	$142K	Sell	427 -44	-9%	-$16K	﹤0.01%	1236
2025 Q4	$151K	Buy	471 +253	+116%	+$82K	0.01%	1096
2025 Q3	$71.7K	Buy	218 +11	+5%	+$4.19K	﹤0.01%	1452
2025 Q2	$77.3K	Sell	207 -2,576	-93%	-$956K	﹤0.01%	1348
2025 Q1	$948K	Buy	2,783 +35	+1%	+$12.5K	0.05%	258
2024 Q4	$1.01M	Sell	2,748 -2	-0.1%	-$872	0.06%	244
2024 Q3	$1.24M	Hold	2,750	–	–	0.08%	192
2024 Q2	$1.15M	Buy	2,750 +2,668	+3,254%	+$1.07M	0.08%	198
2024 Q1	$31.8K	Buy	82 +24	+41%	+$8.14K	﹤0.01%	1169
2023 Q4	$18.1K	Buy	58 +4	+7%	+$1.1K	﹤0.01%	1278
2023 Q3	$14K	Hold	54	–	–	﹤0.01%	1263
2023 Q2	$13.9K	Hold	54	–	–	﹤0.01%	1304
2023 Q1	$12.2K	Buy	54 +4	+8%	+$973	﹤0.01%	1271
2022 Q4	$11.8K	Hold	50	–	–	﹤0.01%	1266
2022 Q3	$14K	Hold	50	–	–	﹤0.01%	1013
2022 Q2	$12K	Hold	50	–	–	﹤0.01%	980
2022 Q1	$12K	Hold	50	–	–	﹤0.01%	901
2021 Q4	$12K	Buy	+50	New	+$11.5K	﹤0.01%	884

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

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

EverSource Wealth Advisors increased its Carlisle Companies (CSL) stake by 8.2% in Q2 2026, buying an estimated $12.3K and bringing the position to 462 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #1095.

EverSource Wealth Advisors first reported a position in CSL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.24M in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

EverSource Wealth Advisors held 462 shares of Carlisle Companies worth $168K as of Q2 2026.
EverSource Wealth Advisors bought 35 Carlisle Companies shares in Q2 2026, an estimated $12.3K.
Carlisle Companies made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1095 holding.
EverSource Wealth Advisors first reported a position in Carlisle Companies in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Carlisle Companies position peaked at $1.24M in Q3 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.