Guinness Atkinson Asset Management’s Carlisle Companies CSL Stock Holding History

Guinness Atkinson Asset 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	$509K	Sell	1,402 -228	-14%	-$79.9K	0.23%	59
2026 Q1	$544K	Hold	1,630	–	–	0.27%	63
2025 Q4	$533K	Buy	1,630 +232	+17%	+$75.2K	0.25%	59
2025 Q3	$467K	Sell	1,398 -14	-1%	-$5.34K	0.22%	62
2025 Q2	$527K	Sell	1,412 -114	-7%	-$42.3K	0.28%	50
2025 Q1	$520K	Buy	+1,526	New	+$547K	0.29%	52

Other funds holding CSL

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Guinness Atkinson Asset Management's CSL Position: Q2 2026 in Review

Guinness Atkinson Asset Management reduced its Carlisle Companies (CSL) stake by 14% in Q2 2026, selling an estimated $79.9K and leaving 1,402 shares worth $509K. The position accounts for 0.23% of the portfolio, ranked #59.

Guinness Atkinson Asset Management first reported a position in CSL in Q1 2025 and has held it in 6 quarters since. The position peaked at $544K in Q1 2026. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Guinness Atkinson Asset Management held 1,402 shares of Carlisle Companies worth $509K as of Q2 2026.
Guinness Atkinson Asset Management sold 228 Carlisle Companies shares in Q2 2026, an estimated $79.9K.
Carlisle Companies made up 0.23% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #59 holding.
Guinness Atkinson Asset Management first reported a position in Carlisle Companies in Q1 2025 and has held it in 6 quarters since.
Guinness Atkinson Asset Management's Carlisle Companies position peaked at $544K in Q1 2026.
301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.