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Mascoma Wealth Management’s Carlisle Companies CSL Stock Holding History

Mascoma 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 		$7.25K Hold
20
– – ﹤0.01% 347
2026
Q1 		$6.67K Hold
20
– – ﹤0.01% 353
2025
Q4 		$6.4K Hold
20
– – ﹤0.01% 347
2025
Q3 		$6.58K Hold
20
– – ﹤0.01% 357
2025
Q2 		$7.47K Hold
20
– – ﹤0.01% 354
2025
Q1 		$6.81K Hold
20
– – ﹤0.01% 370
2024
Q4 		$7.38K Hold
20
– – ﹤0.01% 372
2024
Q3 		$8.99K Sell
20
-5
-20% -$2.07K ﹤0.01% 332
2024
Q2 		$10.1K Buy
+25
New +$10.1K ﹤0.01% 334

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 $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
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

Mascoma Wealth Management's CSL Position: Q2 2026 in Review

Mascoma Wealth Management held its Carlisle Companies (CSL) position steady in Q2 2026 at 20 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Mascoma Wealth Management first reported a position in CSL in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1K in Q2 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Mascoma Wealth Management held 20 shares of Carlisle Companies worth $7.25K as of Q2 2026.
  • Mascoma Wealth Management left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Mascoma Wealth Management first reported a position in Carlisle Companies in Q2 2024 and has held it in 9 quarters since.
  • Mascoma Wealth Management's Carlisle Companies position peaked at $10.1K in Q2 2024.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.