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Marks Group Wealth Management’s Carlisle Companies CSL Stock Holding History

Marks Group Wealth Management’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 		$5.17M Sell
14,244
-4,592
-24% -$1.61M 0.45% 55
2026
Q1 		$6.28M Sell
18,836
-2,078
-10% -$756K 0.61% 57
2025
Q4 		$6.69M Sell
20,914
-1,990
-9% -$645K 0.64% 56
2025
Q3 		$7.53M Sell
22,904
-734
-3% -$280K 0.7% 65
2025
Q2 		$8.83M Sell
23,638
-1,710
-7% -$635K 0.82% 46
2025
Q1 		$8.63M Buy
25,348
+4,374
+21% +$1.57M 0.83% 42
2024
Q4 		$7.74M Sell
20,974
-643
-3% -$280K 0.76% 57
2024
Q3 		$9.72M Buy
21,617
+449
+2% +$186K 0.93% 22
2024
Q2 		$8.58M Sell
21,168
-3,460
-14% -$1.39M 0.9% 24
2024
Q1 		$9.65M Sell
24,628
-583
-2% -$198K 1.01% 20
2023
Q4 		$7.88M Sell
25,211
-163
-0.6% -$44.9K 0.9% 28
2023
Q3 		$6.58M Buy
25,374
+31
+0.1% +$8.31K 0.81% 46
2023
Q2 		$6.5M Buy
25,343
+879
+4% +$195K 0.77% 56
2023
Q1 		$5.53M Buy
24,464
+490
+2% +$119K 0.71% 64
2022
Q4 		$5.65M Buy
23,974
+248
+1% +$63.8K 0.77% 57
2022
Q3 		$6.65M Buy
23,726
+332
+1% +$95.2K 1.01% 14
2022
Q2 		$5.58M Sell
23,394
-6,065
-21% -$1.51M 0.8% 52
2022
Q1 		$7.25M Buy
29,459
+1,529
+5% +$358K 0.91% 22
2021
Q4 		$6.89M Sell
27,930
-3,202
-10% -$735K 0.84% 29
2021
Q3 		$6.2M Sell
31,132
-301
-1% -$60.7K 0.84% 32
2021
Q2 		$6.03M Sell
31,433
-2,776
-8% -$516K 0.83% 29
2021
Q1 		$5.62M Sell
34,209
-1,807
-5% -$277K 0.83% 37
2020
Q4 		$5.63M Sell
36,016
-170
-0.5% -$23.9K 0.88% 29
2020
Q3 		$4.43M Buy
36,186
+898
+3% +$110K 0.8% 55
2020
Q2 		$4.23M Buy
35,288
+5,408
+18% +$650K 0.86% 45
2020
Q1 		$3.79M Sell
29,880
-1,800
-6% -$267K 0.98% 15
2019
Q4 		$5.13M Buy
+31,680
New +$4.88M 1.01% 13

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 $3.37T AUM 44.26% 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

Marks Group Wealth Management's CSL Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Carlisle Companies (CSL) stake by 24% in Q2 2026, selling an estimated $1.61M and leaving 14,244 shares worth $5.17M. The position accounts for 0.45% of the portfolio, ranked #55.

Marks Group Wealth Management first reported a position in CSL in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.72M in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Marks Group Wealth Management held 14,244 shares of Carlisle Companies worth $5.17M as of Q2 2026.
  • Marks Group Wealth Management sold 4,592 Carlisle Companies shares in Q2 2026, an estimated $1.61M.
  • Carlisle Companies made up 0.45% of Marks Group Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Marks Group Wealth Management first reported a position in Carlisle Companies in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Carlisle Companies position peaked at $9.72M in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.