Lido Advisors’s Carlisle Companies CSL Stock Holding History

Lido Advisors’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	$736K	Sell	2,205 -287	-12%	-$104K	﹤0.01%	1112
2025 Q4	$820K	Buy	2,492 +36	+1%	+$11.7K	﹤0.01%	1092
2025 Q3	$808K	Sell	2,456 -44	-2%	-$16.8K	﹤0.01%	1044
2025 Q2	$934K	Buy	2,500 +1,815	+265%	+$674K	﹤0.01%	870
2025 Q1	$233K	Buy	685 +43	+7%	+$15.4K	﹤0.01%	1320
2024 Q4	$237K	Buy	+642	New	+$280K	﹤0.01%	1315
2023 Q4	–	Sell	-8,205	Closed	-$2.13M	–	1362
2023 Q3	$2.13M	Buy	+8,205	New	+$2.2M	0.02%	365
2023 Q2	–	Sell	-7,414	Closed	-$1.68M	–	1238
2023 Q1	$1.68M	Buy	7,414 +3,773	+104%	+$917K	0.02%	379
2022 Q4	$858K	Buy	3,641 +1,003	+38%	+$258K	0.01%	441
2022 Q3	$739K	Buy	+2,638	New	+$756K	0.01%	441

Other funds holding CSL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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 $59B AUM 32.99% 1-Year Est. Return

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

Lido Advisors's CSL Position: Q1 2026 in Review

Lido Advisors reduced its Carlisle Companies (CSL) stake by 12% in Q1 2026, selling an estimated $104K and leaving 2,205 shares worth $736K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Lido Advisors first reported a position in CSL in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2023. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

Lido Advisors held 2,205 shares of Carlisle Companies worth $736K as of Q1 2026.
Lido Advisors sold 287 Carlisle Companies shares in Q1 2026, an estimated $104K.
Carlisle Companies made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1112 holding.
Lido Advisors first reported a position in Carlisle Companies in Q3 2022 and has held it in 10 quarters since.
Lido Advisors's Carlisle Companies position peaked at $2.13M in Q3 2023.
782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.