Kovitz Investment Group Partners
CSL icon

Kovitz Investment Group Partners’s Carlisle Companies CSL Stock Holding History

Kovitz Investment Group Partners’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 		$1.13M Sell
3,114
-51
-2% -$17.9K 0.03% 302
2026
Q1 		$1.06M Buy
3,165
+41
+1% +$14.9K 0.02% 315
2025
Q4 		$999K Sell
3,124
-96,040
-97% -$31.1M 0.02% 322
2025
Q3 		$32.6M Buy
99,164
+92,933
+1,491% +$35.4M 0.13% 153
2025
Q2 		$2.33M Sell
6,231
-195
-3% -$72.4K 0.01% 599
2025
Q1 		$2.19M Sell
6,426
-643
-9% -$230K 0.01% 566
2024
Q4 		$2.61M Buy
7,069
+3,132
+80% +$1.37M 0.01% 526
2024
Q3 		$1.65M Buy
3,937
+653
+20% +$270K 0.01% 524
2024
Q2 		$1.33M Sell
3,284
-79
-2% -$31.8K 0.01% 486
2024
Q1 		$1.32M Buy
+3,363
New +$1.14M 0.02% 362

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

Kovitz Investment Group Partners's CSL Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Carlisle Companies (CSL) stake by 1.6% in Q2 2026, selling an estimated $17.9K and leaving 3,114 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #302.

Kovitz Investment Group Partners first reported a position in CSL in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.6M in Q3 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Kovitz Investment Group Partners held 3,114 shares of Carlisle Companies worth $1.13M as of Q2 2026.
  • Kovitz Investment Group Partners sold 51 Carlisle Companies shares in Q2 2026, an estimated $17.9K.
  • Carlisle Companies made up 0.03% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #302 holding.
  • Kovitz Investment Group Partners first reported a position in Carlisle Companies in Q1 2024 and has held it in 10 quarters since.
  • Kovitz Investment Group Partners's Carlisle Companies position peaked at $32.6M in Q3 2025.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.