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Kestra Investment Management’s Carlisle Companies CSL Stock Holding History

Kestra Investment Management’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 		$1.09M Buy
2,991
+1,952
+188% +$684K 0.02% 218
2026
Q1 		$347K Sell
1,039
-711
-41% -$259K 0.01% 342
2025
Q4 		$560K Buy
1,750
+565
+48% +$183K 0.01% 258
2025
Q3 		$390K Sell
1,185
-788
-40% -$300K 0.01% 312
2025
Q2 		$737K Buy
1,973
+534
+37% +$198K 0.02% 229
2025
Q1 		$490K Buy
1,439
+401
+39% +$144K 0.02% 269
2024
Q4 		$383K Buy
+1,038
New +$453K 0.02% 275

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 $3.38T AUM 44.17% 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 $60.8B AUM 26.63% 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

Kestra Investment Management's CSL Position: Q2 2026 in Review

Kestra Investment Management increased its Carlisle Companies (CSL) stake by 188% in Q2 2026, buying an estimated $684K and bringing the position to 2,991 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #218.

Kestra Investment Management first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Kestra Investment Management held 2,991 shares of Carlisle Companies worth $1.09M as of Q2 2026.
  • Kestra Investment Management bought 1,952 Carlisle Companies shares in Q2 2026, an estimated $684K.
  • Carlisle Companies made up 0.02% of Kestra Investment Management's portfolio in Q2 2026, its #218 holding.
  • Kestra Investment Management first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.