Legacy Capital Wealth Partners’s Carlisle Companies CSL Stock Holding History

Legacy Capital Wealth 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	$717K	Buy	1,978 +73	+4%	+$25.6K	0.14%	147
2026 Q1	$635K	Buy	1,905 +314	+20%	+$114K	0.13%	168
2025 Q4	$509K	Sell	1,591 -6	-0.4%	-$1.95K	0.11%	198
2025 Q3	$525K	Sell	1,597 -27	-2%	-$10.3K	0.11%	191
2025 Q2	$606K	Buy	1,624 +7	+0.4%	+$2.6K	0.14%	159
2025 Q1	$550K	Sell	1,617 -90	-5%	-$32.3K	0.14%	164
2024 Q4	$630K	Sell	1,707 -15	-0.9%	-$6.54K	0.16%	133
2024 Q3	$775K	Sell	1,722 -174	-9%	-$72K	0.15%	129
2024 Q2	$768K	Buy	1,896 +616	+48%	+$248K	0.2%	97
2024 Q1	$280K	Sell	1,280 -514	-29%	-$174K	0.2%	92
2023 Q4	$561K	Buy	1,794 +6	+0.3%	+$1.65K	0.16%	129
2023 Q3	$464K	Buy	+1,788	New	+$479K	0.13%	155
2023 Q2	–	Sell	-1,447	Closed	-$327K	–	83
2023 Q1	$327K	Buy	+1,447	New	+$352K	0.09%	185

Other funds holding CSL

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Capital Wealth Partners's CSL Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Carlisle Companies (CSL) stake by 3.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 1,978 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #147.

Legacy Capital Wealth Partners first reported a position in CSL in Q1 2023 and has held it in 13 quarters since. The position peaked at $775K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Legacy Capital Wealth Partners held 1,978 shares of Carlisle Companies worth $717K as of Q2 2026.
Legacy Capital Wealth Partners bought 73 Carlisle Companies shares in Q2 2026, an estimated $25.6K.
Carlisle Companies made up 0.14% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #147 holding.
Legacy Capital Wealth Partners first reported a position in Carlisle Companies in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Carlisle Companies position peaked at $775K in Q3 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.