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HHM Wealth Advisors’s Carlisle Companies CSL Stock Holding History

HHM Wealth Advisors’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 		$2.18K Buy
+6
New +$2.1K ﹤0.01% 805
2025
Q1 		– Sell
-1
Closed -$369 – 952
2024
Q4 		$369 Buy
+1
New +$436 ﹤0.01% 939

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

HHM Wealth Advisors's CSL Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Carlisle Companies (CSL) in Q2 2026: 6 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in CSL as recently as Q4 2024.

HHM Wealth Advisors first reported a position in CSL in Q4 2024 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • HHM Wealth Advisors held 6 shares of Carlisle Companies worth $2.18K as of Q2 2026.
  • Carlisle Companies was a new HHM Wealth Advisors position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #805 holding.
  • HHM Wealth Advisors first reported a position in Carlisle Companies in Q4 2024 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.