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Farther Finance Advisors’s Carlisle Companies CSL Stock Holding History

Farther Finance 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 		$606K Buy
1,669
+37
+2% +$13K ﹤0.01% 1422
2026
Q1 		$547K Buy
1,632
+2
+0.1% +$728 0.01% 1336
2025
Q4 		$521K Buy
1,630
+137
+9% +$44.4K 0.01% 1286
2025
Q3 		$491K Buy
1,493
+466
+45% +$178K 0.01% 1077
2025
Q2 		$384K Buy
1,027
+414
+68% +$154K 0.01% 1046
2025
Q1 		$211K Buy
613
+453
+283% +$162K 0.01% 1204
2024
Q4 		$59K Buy
160
+78
+95% +$34K ﹤0.01% 1574
2024
Q3 		$36.8K Sell
82
-127
-61% -$52.5K ﹤0.01% 1803
2024
Q2 		$83.1K Buy
209
+159
+318% +$64.1K ﹤0.01% 1208
2024
Q1 		$19.8K Sell
50
-27
-35% -$9.16K ﹤0.01% 1498
2023
Q4 		$24.2K Buy
77
+71
+1,183% +$19.6K ﹤0.01% 1281
2023
Q3 		$1.56K Buy
+6
New +$1.61K ﹤0.01% 1947
2023
Q2 		– Sell
-3
Closed -$678 – 2512
2023
Q1 		$678 Sell
3
-136
-98% -$33.1K ﹤0.01% 1930
2022
Q4 		$32.8K Buy
+139
New +$35.8K 0.01% 591

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

Farther Finance Advisors's CSL Position: Q2 2026 in Review

Farther Finance Advisors increased its Carlisle Companies (CSL) stake by 2.3% in Q2 2026, buying an estimated $13K and bringing the position to 1,669 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Farther Finance Advisors first reported a position in CSL in Q4 2022 and has held it in 14 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Farther Finance Advisors held 1,669 shares of Carlisle Companies worth $606K as of Q2 2026.
  • Farther Finance Advisors bought 37 Carlisle Companies shares in Q2 2026, an estimated $13K.
  • Carlisle Companies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1422 holding.
  • Farther Finance Advisors first reported a position in Carlisle Companies in Q4 2022 and has held it in 14 quarters since.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.