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Intentional Wealth Strategies’s Carlisle Companies CSL Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-23
Closed -$7.67K – 263
2026
Q1 		$7.67K Buy
+23
New +$8.37K 0.01% 419

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

Intentional Wealth Strategies's CSL Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 23 shares — an estimated $7.67K sold.

Intentional Wealth Strategies first reported a position in CSL in Q1 2026 and held it in 1 quarter. The position peaked at $7.67K in Q1 2026. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 23 Carlisle Companies shares in Q2 2026, an estimated $7.67K.
  • Intentional Wealth Strategies first reported a position in Carlisle Companies in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Carlisle Companies position peaked at $7.67K in Q1 2026.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.