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Golden State Wealth Management’s Carlisle Companies CSL Stock Holding History

Golden State 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 		$726 Hold
2
– – ﹤0.01% 1509
2026
Q1 		$667 Sell
2
-3
-60% -$1.09K ﹤0.01% 1493
2025
Q4 		$1.6K Buy
+5
New +$1.62K ﹤0.01% 1424

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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

Golden State Wealth Management's CSL Position: Q2 2026 in Review

Golden State Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2026 at 2 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Golden State Wealth Management first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.6K in Q4 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Golden State Wealth Management held 2 shares of Carlisle Companies worth $726 as of Q2 2026.
  • Golden State Wealth Management left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1509 holding.
  • Golden State Wealth Management first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Carlisle Companies position peaked at $1.6K in Q4 2025.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.