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 Q2	$846K	Buy	2,330 +125	+6%	+$43.8K	﹤0.01%	1179
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 $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

Lido Advisors's CSL Position: Q2 2026 in Review

Lido Advisors increased its Carlisle Companies (CSL) stake by 5.7% in Q2 2026, buying an estimated $43.8K and bringing the position to 2,330 shares worth $846K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Lido Advisors first reported a position in CSL in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2023. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Lido Advisors held 2,330 shares of Carlisle Companies worth $846K as of Q2 2026.
Lido Advisors bought 125 Carlisle Companies shares in Q2 2026, an estimated $43.8K.
Carlisle Companies made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1179 holding.
Lido Advisors first reported a position in Carlisle Companies in Q3 2022 and has held it in 11 quarters since.
Lido Advisors's Carlisle Companies position peaked at $2.13M in Q3 2023.
797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.