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Loring Wolcott & Coolidge Fiduciary Advisors’s Carlisle Companies CSL Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$64.7M Buy
178,330
+45,985
+35% +$16.1M 0.63% 38
2026
Q1 		$46.2M Buy
132,345
+31,168
+31% +$11.3M 0.46% 46
2025
Q4 		$35M Buy
101,177
+99,693
+6,718% +$32.3M 0.32% 53
2025
Q3 		$502K Buy
1,484
+1,447
+3,911% +$552K ﹤0.01% 243
2025
Q2 		$13.8K Hold
37
– – ﹤0.01% 467
2025
Q1 		$13.3K Hold
37
– – ﹤0.01% 463
2024
Q4 		$14.7K Hold
37
– – ﹤0.01% 468
2024
Q3 		$17K Hold
37
– – ﹤0.01% 465
2024
Q2 		$16.3K Hold
37
– – ﹤0.01% 466
2024
Q1 		$13.7K Sell
37
-25
-40% -$8.48K ﹤0.01% 481
2023
Q4 		$19.5K Sell
62
-15
-19% -$4.13K ﹤0.01% 465
2023
Q3 		$20.3K Hold
77
– – ﹤0.01% 483
2023
Q2 		$19.8K Hold
77
– – ﹤0.01% 503
2023
Q1 		$17.4K Hold
77
– – ﹤0.01% 481
2022
Q4 		$18.1K Hold
77
– – ﹤0.01% 470
2022
Q3 		$22K Hold
77
– – ﹤0.01% 480
2022
Q2 		$18K Sell
77
-12
-13% -$2.99K ﹤0.01% 511
2022
Q1 		$22K Hold
89
– – ﹤0.01% 511
2021
Q4 		$22K Sell
89
-41
-32% -$9.41K ﹤0.01% 528
2021
Q3 		$26K Hold
130
– – ﹤0.01% 509
2021
Q2 		$25K Buy
+130
New +$24.2K ﹤0.01% 523
2021
Q1 		– Sell
-130
Closed -$20K – 394
2020
Q4 		$20K Hold
130
– – ﹤0.01% 507
2020
Q3 		$16K Hold
130
– – ﹤0.01% 480
2020
Q2 		$16K Hold
130
– – ﹤0.01% 469
2020
Q1 		$16K Hold
130
– – ﹤0.01% 490
2019
Q4 		$21K Sell
130
-95
-42% -$14.6K ﹤0.01% 532
2019
Q3 		$33K Hold
225
– – ﹤0.01% 457
2019
Q2 		$32K Sell
225
-110
-33% -$14.8K ﹤0.01% 452
2019
Q1 		$41K Sell
335
-165
-33% -$19.1K ﹤0.01% 416
2018
Q4 		$50K Buy
+500
New +$51.4K ﹤0.01% 411
2017
Q4 		– Sell
-17
Closed -$2K – 767
2017
Q3 		$2K Buy
+17
New +$1.65K ﹤0.01% 638

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

Loring Wolcott & Coolidge Fiduciary Advisors's CSL Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors increased its Carlisle Companies (CSL) stake by 35% in Q2 2026, buying an estimated $16.1M and bringing the position to 178,330 shares worth $64.7M. The position accounts for 0.63% of the portfolio, ranked #38.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CSL in Q3 2017 and has held it in 31 quarters since. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 178,330 shares of Carlisle Companies worth $64.7M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 45,985 Carlisle Companies shares in Q2 2026, an estimated $16.1M.
  • Carlisle Companies made up 0.63% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #38 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Carlisle Companies in Q3 2017 and has held it in 31 quarters since.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.