Focus Partners Wealth
CSL icon

Focus Partners Wealth’s Carlisle Companies CSL Stock Holding History

Focus Partners Wealth’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 		$99M Sell
272,933
-250,454
-48% -$87.7M 0.1% 198
2026
Q1 		$175M Buy
523,387
+301,164
+136% +$110M 0.19% 113
2025
Q4 		$71.1M Buy
222,223
+221,155
+20,707% +$71.7M 0.08% 220
2025
Q3 		$312K Sell
1,068
-274
-20% -$104K ﹤0.01% 1822
2025
Q2 		$501K Buy
1,342
+176
+15% +$65.3K ﹤0.01% 1440
2025
Q1 		$397K Sell
1,166
-195
-14% -$69.9K ﹤0.01% 1446
2024
Q4 		$502K Buy
1,361
+784
+136% +$342K ﹤0.01% 1322
2024
Q3 		$260K Sell
577
-1,521
-72% -$629K ﹤0.01% 1378
2024
Q2 		$877K Buy
2,098
+1,029
+96% +$415K ﹤0.01% 825
2024
Q1 		$419K Buy
+1,069
New +$363K ﹤0.01% 755

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 $60.8B AUM 26.63% 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

Focus Partners Wealth's CSL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Carlisle Companies (CSL) stake by 48% in Q2 2026, selling an estimated $87.7M and leaving 272,933 shares worth $99M. The position accounts for 0.1% of the portfolio, ranked #198.

Focus Partners Wealth first reported a position in CSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $175M in Q1 2026. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Focus Partners Wealth held 272,933 shares of Carlisle Companies worth $99M as of Q2 2026.
  • Focus Partners Wealth sold 250,454 Carlisle Companies shares in Q2 2026, an estimated $87.7M.
  • Carlisle Companies made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #198 holding.
  • Focus Partners Wealth first reported a position in Carlisle Companies in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Carlisle Companies position peaked at $175M in Q1 2026.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.