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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kovitz Investment Group Partners's CSL Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Carlisle Companies (CSL) stake by 1.3% in Q1 2026, buying an estimated $14.9K and bringing the position to 3,165 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #315.

Kovitz Investment Group Partners first reported a position in CSL in Q1 2024 and has held it in 9 quarters since. The position peaked at $32.6M in Q3 2025. 783 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Kovitz Investment Group Partners held 3,165 shares of Carlisle Companies worth $1.06M as of Q1 2026.
Kovitz Investment Group Partners bought 41 Carlisle Companies shares in Q1 2026, an estimated $14.9K.
Carlisle Companies made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #315 holding.
Kovitz Investment Group Partners first reported a position in Carlisle Companies in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Carlisle Companies position peaked at $32.6M in Q3 2025.
783 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.