JFS Wealth 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 | $13.1K | Sell |
36
-2
| -5% | -$701 | ﹤0.01% | 898 |
|
|
2026
Q1 | $12.7K | Sell |
38
-19
| -33% | -$6.92K | ﹤0.01% | 863 |
|
|
2025
Q4 | $18.2K | Buy |
57
+13
| +30% | +$4.21K | ﹤0.01% | 771 |
|
|
2025
Q3 | $14.5K | Hold |
44
| – | – | ﹤0.01% | 774 |
|
|
2025
Q2 | $16.4K | Hold |
44
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $15K | Hold |
44
| – | – | ﹤0.01% | 747 |
|
|
2024
Q4 | $16.2K | Hold |
44
| – | – | ﹤0.01% | 699 |
|
|
2024
Q3 | $19.8K | Buy |
44
+1
| +2% | +$414 | ﹤0.01% | 645 |
|
|
2024
Q2 | $17.4K | Hold |
43
| – | – | ﹤0.01% | 632 |
|
|
2024
Q1 | $16.9K | Hold |
43
| – | – | ﹤0.01% | 662 |
|
|
2023
Q4 | $13.4K | Buy |
43
+1
| +2% | +$275 | ﹤0.01% | 693 |
|
|
2023
Q3 | $10.9K | Buy |
42
+7
| +20% | +$1.88K | ﹤0.01% | 703 |
|
|
2023
Q2 | $8.98K | Sell |
35
-1
| -3% | -$222 | ﹤0.01% | 763 |
|
|
2023
Q1 | $8.14K | Sell |
36
-14
| -28% | -$3.4K | ﹤0.01% | 786 |
|
|
2022
Q4 | $11.8K | Sell |
50
-7
| -12% | -$1.8K | ﹤0.01% | 650 |
|
|
2022
Q3 | $16K | Sell |
57
-1
| -2% | -$287 | ﹤0.01% | 617 |
|
|
2022
Q2 | $14K | Buy |
58
+21
| +57% | +$5.23K | ﹤0.01% | 662 |
|
|
2022
Q1 | $9K | Buy |
37
+21
| +131% | +$4.92K | ﹤0.01% | 814 |
|
|
2021
Q4 | $4K | Buy |
+16
| New | +$3.67K | ﹤0.01% | 841 |
|
|
2021
Q3 | – | Sell |
-2,660
| Closed | -$509K | – | 834 |
|
|
2021
Q2 | $509K | Hold |
2,660
| – | – | 0.08% | 119 |
|
|
2021
Q1 | $438K | Hold |
2,660
| – | – | 0.09% | 110 |
|
|
2020
Q4 | $415K | Hold |
2,660
| – | – | 0.09% | 104 |
|
|
2020
Q3 | $326K | Hold |
2,660
| – | – | 0.08% | 105 |
|
|
2020
Q2 | $318K | Hold |
2,660
| – | – | 0.08% | 108 |
|
|
2020
Q1 | $333K | Hold |
2,660
| – | – | 0.1% | 98 |
|
|
2019
Q4 | $430K | Hold |
2,660
| – | – | 0.11% | 101 |
|
|
2019
Q3 | $387K | Hold |
2,660
| – | – | 0.1% | 105 |
|
|
2019
Q2 | $373K | Hold |
2,660
| – | – | 0.09% | 108 |
|
|
2019
Q1 | $326K | Hold |
2,660
| – | – | 0.09% | 113 |
|
|
2018
Q4 | $267K | Hold |
2,660
| – | – | 0.07% | 117 |
|
|
2018
Q3 | $324K | Sell |
2,660
-1,328
| -33% | -$162K | 0.08% | 113 |
|
|
2018
Q2 | $432K | Hold |
3,988
| – | – | 0.11% | 96 |
|
|
2018
Q1 | $416K | Hold |
3,988
| – | – | 0.11% | 99 |
|
|
2017
Q4 | $453K | Buy |
3,988
+3,315
| +493% | +$362K | 0.11% | 94 |
|
|
2017
Q3 | $67K | Buy |
+673
| New | +$65.2K | 0.02% | 216 |
|
Other funds holding CSL
JFS Wealth Advisors's CSL Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Carlisle Companies (CSL) stake by 5.3% in Q2 2026, selling an estimated $701 and leaving 36 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #898.
JFS Wealth Advisors first reported a position in CSL in Q3 2017 and has held it in 35 quarters since. The position peaked at $509K in Q2 2021. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.
- JFS Wealth Advisors held 36 shares of Carlisle Companies worth $13.1K as of Q2 2026.
- JFS Wealth Advisors sold 2 Carlisle Companies shares in Q2 2026, an estimated $701.
- Carlisle Companies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #898 holding.
- JFS Wealth Advisors first reported a position in Carlisle Companies in Q3 2017 and has held it in 35 quarters since.
- JFS Wealth Advisors's Carlisle Companies position peaked at $509K in Q2 2021.
- 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.