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Meridian Wealth Management’s Carlisle Companies CSL Stock Holding History

Meridian 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 		$440K Sell
1,214
-140
-10% -$49K 0.01% 581
2026
Q1 		$452K Hold
1,354
– – 0.02% 538
2025
Q4 		$433K Sell
1,354
-54
-4% -$17.5K 0.02% 533
2025
Q3 		$463K Sell
1,408
-1
-0.1% -$381 0.02% 498
2025
Q2 		$526K Hold
1,409
– – 0.02% 433
2025
Q1 		$480K Buy
1,409
+6
+0.4% +$2.15K 0.02% 419
2024
Q4 		$517K Buy
1,403
+1
+0.1% +$436 0.02% 398
2024
Q3 		$631K Buy
+1,402
New +$580K 0.03% 373
2024
Q2 		– Sell
-1,477
Closed -$579K – 334
2024
Q1 		$579K Buy
1,477
+1
+0.1% +$339 0.1% 128
2023
Q4 		$461K Sell
1,476
-1,474
-50% -$406K 0.03% 401
2023
Q3 		$765K Buy
2,950
+1,476
+100% +$396K 0.05% 284
2023
Q2 		$378K Hold
1,474
– – 0.03% 381
2023
Q1 		$333K Hold
1,474
– – 0.03% 394
2022
Q4 		$347K Buy
1,474
+25
+2% +$6.43K 0.03% 383
2022
Q3 		$406K Sell
1,449
-184
-11% -$52.7K 0.04% 310
2022
Q2 		$390K Sell
1,633
-929
-36% -$231K 0.03% 397
2022
Q1 		$630K Hold
2,562
– – 0.07% 205
2021
Q4 		$636K Sell
2,562
-35
-1% -$8.04K 0.07% 213
2021
Q3 		$516K Hold
2,597
– – 0.06% 220
2021
Q2 		$497K Buy
2,597
+1
+0% +$186 0.06% 228
2021
Q1 		$427K Sell
2,596
-40
-2% -$6.13K 0.06% 234
2020
Q4 		$411K Buy
+2,636
New +$370K 0.07% 217

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

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

Meridian Wealth Management reduced its Carlisle Companies (CSL) stake by 10% in Q2 2026, selling an estimated $49K and leaving 1,214 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #581.

Meridian Wealth Management first reported a position in CSL in Q4 2020 and has held it in 22 quarters since. The position peaked at $765K in Q3 2023. 430 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Meridian Wealth Management held 1,214 shares of Carlisle Companies worth $440K as of Q2 2026.
  • Meridian Wealth Management sold 140 Carlisle Companies shares in Q2 2026, an estimated $49K.
  • Carlisle Companies made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #581 holding.
  • Meridian Wealth Management first reported a position in Carlisle Companies in Q4 2020 and has held it in 22 quarters since.
  • Meridian Wealth Management's Carlisle Companies position peaked at $765K in Q3 2023.
  • 430 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.