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HB Wealth Management’s Carlisle Companies CSL Stock Holding History

HB 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 		$983K Sell
2,710
-264
-9% -$92.5K 0.01% 750
2026
Q1 		$992K Buy
2,974
+615
+26% +$224K 0.01% 662
2025
Q4 		$755K Buy
2,359
+3
+0.1% +$972 ﹤0.01% 726
2025
Q3 		$775K Sell
2,356
-20
-0.8% -$7.63K 0.01% 691
2025
Q2 		$887K Buy
2,376
+310
+15% +$115K 0.01% 567
2025
Q1 		$703K Buy
2,066
+1,079
+109% +$387K 0.01% 654
2024
Q4 		$364K Buy
+987
New +$430K ﹤0.01% 744

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 $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
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

HB Wealth Management's CSL Position: Q2 2026 in Review

HB Wealth Management reduced its Carlisle Companies (CSL) stake by 8.9% in Q2 2026, selling an estimated $92.5K and leaving 2,710 shares worth $983K. The position accounts for 0.01% of the portfolio, ranked #750.

HB Wealth Management first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $992K in Q1 2026. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • HB Wealth Management held 2,710 shares of Carlisle Companies worth $983K as of Q2 2026.
  • HB Wealth Management sold 264 Carlisle Companies shares in Q2 2026, an estimated $92.5K.
  • Carlisle Companies made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #750 holding.
  • HB Wealth Management first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • HB Wealth Management's Carlisle Companies position peaked at $992K in Q1 2026.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.