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LVW Advisors’s Carlisle Companies CSL Stock Holding History

LVW 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 		– Sell
-682
Closed -$228K – 472
2026
Q1 		$228K Buy
+682
New +$248K 0.02% 385

Other funds holding CSL

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

LVW Advisors's CSL Position: Q2 2026 in Review

LVW Advisors sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 682 shares — an estimated $228K sold.

LVW Advisors first reported a position in CSL in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 286 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • LVW Advisors reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 682 Carlisle Companies shares in Q2 2026, an estimated $228K.
  • LVW Advisors first reported a position in Carlisle Companies in Q1 2026 and held it in 1 quarter.
  • LVW Advisors's Carlisle Companies position peaked at $228K in Q1 2026.
  • 286 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.