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LRI Investments’s Carlisle Companies CSL Stock Holding History

LRI Investments’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 		$67.5K Sell
186
-13
-7% -$4.55K 0.01% 508
2026
Q1 		$66.4K Buy
199
+172
+637% +$62.6K 0.01% 472
2025
Q4 		$8.71K Sell
27
-98
-78% -$31.8K ﹤0.01% 910
2025
Q3 		$41.3K Buy
+125
New +$47.7K ﹤0.01% 593

Other funds holding CSL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's CSL Position: Q2 2026 in Review

LRI Investments reduced its Carlisle Companies (CSL) stake by 6.5% in Q2 2026, selling an estimated $4.55K and leaving 186 shares worth $67.5K. The position accounts for 0.01% of the portfolio, ranked #508.

LRI Investments first reported a position in CSL in Q3 2025 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • LRI Investments held 186 shares of Carlisle Companies worth $67.5K as of Q2 2026.
  • LRI Investments sold 13 Carlisle Companies shares in Q2 2026, an estimated $4.55K.
  • Carlisle Companies made up 0.01% of LRI Investments's portfolio in Q2 2026, its #508 holding.
  • LRI Investments first reported a position in Carlisle Companies in Q3 2025 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.