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Greenleaf Trust’s Carlisle Companies CSL Stock Holding History

Greenleaf Trust’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 		$242K Sell
666
-8
-1% -$2.8K ﹤0.01% 773
2026
Q1 		$225K Buy
674
+39
+6% +$14.2K ﹤0.01% 744
2025
Q4 		$203K Buy
635
+7
+1% +$2.27K ﹤0.01% 797
2025
Q3 		$207K Sell
628
-58
-8% -$22.1K ﹤0.01% 774
2025
Q2 		$256K Sell
686
-10
-1% -$3.71K ﹤0.01% 688
2025
Q1 		$237K Buy
696
+77
+12% +$27.6K ﹤0.01% 722
2024
Q4 		$228K Buy
619
+4
+0.7% +$1.74K ﹤0.01% 744
2024
Q3 		$277K Buy
615
+18
+3% +$7.45K ﹤0.01% 689
2024
Q2 		$242K Buy
597
+7
+1% +$2.82K ﹤0.01% 692
2024
Q1 		$231K Buy
+590
New +$200K ﹤0.01% 701

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

Greenleaf Trust's CSL Position: Q2 2026 in Review

Greenleaf Trust reduced its Carlisle Companies (CSL) stake by 1.2% in Q2 2026, selling an estimated $2.8K and leaving 666 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Greenleaf Trust first reported a position in CSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $277K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Greenleaf Trust held 666 shares of Carlisle Companies worth $242K as of Q2 2026.
  • Greenleaf Trust sold 8 Carlisle Companies shares in Q2 2026, an estimated $2.8K.
  • Carlisle Companies made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #773 holding.
  • Greenleaf Trust first reported a position in Carlisle Companies in Q1 2024 and has held it in 10 quarters since.
  • Greenleaf Trust's Carlisle Companies position peaked at $277K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.