KPWS
CSL icon

Kestra Private Wealth Services’s Carlisle Companies CSL Stock Holding History

Kestra Private Wealth Services’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
-2,051
Closed -$684K – 1830
2026
Q1 		$684K Sell
2,051
-24
-1% -$8.73K 0.01% 1042
2025
Q4 		$664K Buy
+2,075
New +$672K 0.01% 1012

Other funds holding CSL

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Kestra Private Wealth Services's CSL Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 2,051 shares — an estimated $684K sold.

Kestra Private Wealth Services first reported a position in CSL in Q4 2025 and held it in 2 quarters. The position peaked at $684K in Q1 2026. 238 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 2,051 Carlisle Companies shares in Q2 2026, an estimated $684K.
  • Kestra Private Wealth Services first reported a position in Carlisle Companies in Q4 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Carlisle Companies position peaked at $684K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.