IFP Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $164K | Buy |
451
+190
| +73% | +$66.5K | ﹤0.01% | 1651 |
|
|
2026
Q1 | $87.1K | Buy |
261
+156
| +149% | +$56.8K | ﹤0.01% | 1931 |
|
|
2025
Q4 | $33.6K | Sell |
105
-156
| -60% | -$50.6K | ﹤0.01% | 2422 |
|
|
2025
Q3 | $85.9K | Sell |
261
-74
| -22% | -$28.2K | ﹤0.01% | 1777 |
|
|
2025
Q2 | $202K | Sell |
335
-142
| -30% | -$52.7K | 0.01% | 1267 |
|
|
2025
Q1 | $163K | Sell |
477
-78
| -14% | -$28K | 0.01% | 1267 |
|
|
2024
Q4 | $205K | Buy |
555
+11
| +2% | +$4.79K | 0.01% | 1119 |
|
|
2024
Q3 | $245K | Buy |
544
+523
| +2,490% | +$216K | 0.01% | 996 |
|
|
2024
Q2 | $8.51K | Buy |
21
+2
| +11% | +$806 | ﹤0.01% | 2393 |
|
|
2024
Q1 | $7.45K | Buy |
19
+7
| +58% | +$2.38K | ﹤0.01% | 2333 |
|
|
2023
Q4 | $3.75K | Sell |
12
-3,692
| -100% | -$1.02M | ﹤0.01% | 2512 |
|
|
2023
Q3 | $960K | Buy |
3,704
+3,698
| +61,633% | +$991K | 0.04% | 401 |
|
|
2023
Q2 | $1.54K | Hold |
6
| – | – | ﹤0.01% | 2962 |
|
|
2023
Q1 | $653 | Sell |
6
-113
| -95% | -$27.5K | ﹤0.01% | 3152 |
|
|
2022
Q4 | $15K | Buy |
119
+6
| +5% | +$1.54K | ﹤0.01% | 3101 |
|
|
2022
Q3 | $14K | Buy |
113
+101
| +842% | +$28.9K | ﹤0.01% | 3374 |
|
|
2022
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 3966 |
|
|
2022
Q1 | $3K | Buy |
12
+6
| +100% | +$1.41K | ﹤0.01% | 3966 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 2969 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 3001 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 2878 |
|
|
2021
Q1 | $1K | Sell |
6
-29
| -83% | -$4.45K | ﹤0.01% | 2805 |
|
|
2020
Q4 | $6K | Sell |
35
-165
| -83% | -$23.2K | ﹤0.01% | 2241 |
|
|
2020
Q3 | $25K | Sell |
200
-199
| -50% | -$24.4K | ﹤0.01% | 1556 |
|
|
2020
Q2 | $49K | Sell |
399
-19
| -5% | -$2.28K | ﹤0.01% | 1225 |
|
|
2020
Q1 | $54K | Buy |
418
+7
| +2% | +$1.04K | 0.01% | 1086 |
|
|
2019
Q4 | $67K | Sell |
411
-400
| -49% | -$61.7K | 0.01% | 1124 |
|
|
2019
Q3 | $117K | Buy |
+811
| New | +$114K | 0.01% | 987 |
|
|
2019
Q1 | $25K | Sell |
200
-299
| -60% | -$34.5K | ﹤0.01% | 1244 |
|
|
2018
Q4 | $49K | Sell |
499
-793
| -61% | -$81.6K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $157K | Buy |
1,292
+429
| +50% | +$52.4K | 0.01% | 1216 |
|
|
2018
Q2 | $93K | Buy |
863
+105
| +14% | +$11.1K | ﹤0.01% | 1520 |
|
|
2018
Q1 | $86K | Hold |
758
| – | – | ﹤0.01% | 1469 |
|
|
2017
Q4 | $86K | Buy |
758
+10
| +1% | +$1.09K | ﹤0.01% | 1481 |
|
|
2017
Q3 | $75K | Sell |
748
-99
| -12% | -$9.59K | ﹤0.01% | 1721 |
|
|
2017
Q2 | $81K | Buy |
847
+22
| +3% | +$2.22K | ﹤0.01% | 1653 |
|
|
2017
Q1 | $88K | Sell |
825
-73
| -8% | -$7.83K | ﹤0.01% | 1561 |
|
|
2016
Q4 | $99K | Sell |
898
-10
| -1% | -$1.09K | ﹤0.01% | 1459 |
|
|
2016
Q3 | $93K | Buy |
908
+647
| +248% | +$67.5K | ﹤0.01% | 1409 |
|
|
2016
Q2 | $28K | Buy |
261
+61
| +31% | +$6.19K | ﹤0.01% | 2121 |
|
|
2016
Q1 | $25K | Buy |
200
+1
| +0.5% | +$88 | ﹤0.01% | 1244 |
|
|
2015
Q4 | $18K | Buy |
+199
| New | +$17.6K | ﹤0.01% | 2212 |
|
Other funds holding CSL
IFP Advisors's CSL Position: Q2 2026 in Review
IFP Advisors increased its Carlisle Companies (CSL) stake by 73% in Q2 2026, buying an estimated $66.5K and bringing the position to 451 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.
IFP Advisors first reported a position in CSL in Q4 2015 and has held it in 42 quarters since. The position peaked at $960K in Q3 2023. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.
- IFP Advisors held 451 shares of Carlisle Companies worth $164K as of Q2 2026.
- IFP Advisors bought 190 Carlisle Companies shares in Q2 2026, an estimated $66.5K.
- Carlisle Companies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1651 holding.
- IFP Advisors first reported a position in Carlisle Companies in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Carlisle Companies position peaked at $960K in Q3 2023.
- 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.