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Marshall Financial Group (Maryland)’s Carlisle Companies CSL Stock Holding History

Marshall Financial Group (Maryland)’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
-2,325
Closed -$776K – 321
2026
Q1 		$776K Buy
2,325
+42
+2% +$15.3K 0.12% 154
2025
Q4 		$730K Buy
+2,283
New +$740K 0.14% 172

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State Street
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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

Marshall Financial Group (Maryland)'s CSL Position: Q2 2026 in Review

Marshall Financial Group (Maryland) sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 2,325 shares — an estimated $776K sold.

Marshall Financial Group (Maryland) first reported a position in CSL in Q4 2025 and held it in 2 quarters. The position peaked at $776K in Q1 2026. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Marshall Financial Group (Maryland) reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,325 Carlisle Companies shares in Q2 2026, an estimated $776K.
  • Marshall Financial Group (Maryland) first reported a position in Carlisle Companies in Q4 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Carlisle Companies position peaked at $776K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.