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Key Financial Inc’s Carlisle Companies CSL Stock Holding History

Key Financial Inc’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 		$9.07K Hold
25
– – ﹤0.01% 901
2026
Q1 		$8.34K Hold
25
– – ﹤0.01% 920
2025
Q4 		$8K Hold
25
– – ﹤0.01% 937
2025
Q3 		$8.29K Hold
25
– – ﹤0.01% 928
2025
Q2 		$9.34K Hold
25
– – ﹤0.01% 872
2025
Q1 		$8.51K Sell
25
-20
-44% -$7.17K ﹤0.01% 862
2024
Q4 		$16.6K Buy
45
+20
+80% +$8.72K ﹤0.01% 700
2024
Q3 		$11.2K Hold
25
– – ﹤0.01% 766
2024
Q2 		$10.1K Hold
25
– – ﹤0.01% 775
2024
Q1 		$9.8K Hold
25
– – ﹤0.01% 769
2023
Q4 		$7.81K Hold
25
– – ﹤0.01% 803
2023
Q3 		$6.48K Hold
25
– – ﹤0.01% 831
2023
Q2 		$6.41K Buy
+25
New +$5.54K ﹤0.01% 844

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 $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

Key Financial Inc's CSL Position: Q2 2026 in Review

Key Financial Inc held its Carlisle Companies (CSL) position steady in Q2 2026 at 25 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Key Financial Inc first reported a position in CSL in Q2 2023 and has held it in 13 quarters since. The position peaked at $16.6K in Q4 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Key Financial Inc held 25 shares of Carlisle Companies worth $9.07K as of Q2 2026.
  • Key Financial Inc left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #901 holding.
  • Key Financial Inc first reported a position in Carlisle Companies in Q2 2023 and has held it in 13 quarters since.
  • Key Financial Inc's Carlisle Companies position peaked at $16.6K in Q4 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.