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Journey Strategic Wealth’s Carlisle Companies CSL Stock Holding History

Journey Strategic Wealth’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
Q1 		$255K Buy
763
+131
+21% +$47.7K 0.01% 638
2025
Q4 		$202K Buy
+632
New +$205K 0.01% 718
2025
Q3 		– Sell
-683
Closed -$255K – 726
2025
Q2 		$255K Buy
+683
New +$254K 0.01% 502
2024
Q4 		– Sell
-460
Closed -$207K – 515
2024
Q3 		$207K Buy
+460
New +$190K 0.01% 466

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Journey Strategic Wealth's CSL Position: Q1 2026 in Review

Journey Strategic Wealth increased its Carlisle Companies (CSL) stake by 21% in Q1 2026, buying an estimated $47.7K and bringing the position to 763 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #638.

Journey Strategic Wealth first reported a position in CSL in Q3 2024 and has held it in 4 quarters since. The position peaked at $255K in Q2 2025. 786 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Journey Strategic Wealth held 763 shares of Carlisle Companies worth $255K as of Q1 2026.
  • Journey Strategic Wealth bought 131 Carlisle Companies shares in Q1 2026, an estimated $47.7K.
  • Carlisle Companies made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #638 holding.
  • Journey Strategic Wealth first reported a position in Carlisle Companies in Q3 2024 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Carlisle Companies position peaked at $255K in Q2 2025.
  • 786 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.