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Financial Planning Hawaii’s Carlisle Companies CSL Stock Holding History

Financial Planning Hawaii’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 		$212K Sell
585
-300
-34% -$105K 0.11% 132
2026
Q1 		$295K Sell
885
-50
-5% -$18.2K 0.17% 106
2025
Q4 		$299K Buy
+935
New +$303K 0.17% 106

Other funds holding CSL

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Financial Planning Hawaii's CSL Position: Q2 2026 in Review

Financial Planning Hawaii reduced its Carlisle Companies (CSL) stake by 34% in Q2 2026, selling an estimated $105K and leaving 585 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #132.

Financial Planning Hawaii first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q4 2025. 400 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Financial Planning Hawaii held 585 shares of Carlisle Companies worth $212K as of Q2 2026.
  • Financial Planning Hawaii sold 300 Carlisle Companies shares in Q2 2026, an estimated $105K.
  • Carlisle Companies made up 0.11% of Financial Planning Hawaii's portfolio in Q2 2026, its #132 holding.
  • Financial Planning Hawaii first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • Financial Planning Hawaii's Carlisle Companies position peaked at $299K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.