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Merit Financial Group’s Carlisle Companies CSL Stock Holding History

Merit Financial Group’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 		$1.55M Buy
4,285
+297
+7% +$104K 0.01% 861
2026
Q1 		$1.33M Buy
3,988
+120
+3% +$43.7K 0.01% 854
2025
Q4 		$1.24M Buy
3,868
+185
+5% +$60K 0.01% 846
2025
Q3 		$1.21M Buy
3,683
+1,560
+73% +$595K 0.01% 765
2025
Q2 		$793K Buy
2,123
+280
+15% +$104K 0.01% 896
2025
Q1 		$627K Buy
1,843
+126
+7% +$45.2K 0.01% 835
2024
Q4 		$633K Buy
1,717
+371
+28% +$162K 0.01% 640
2024
Q3 		$605K Sell
1,346
-312
-19% -$129K 0.01% 519
2024
Q2 		$672K Buy
1,658
+853
+106% +$344K 0.01% 509
2024
Q1 		$321K Buy
+805
New +$273K 0.01% 684

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

Merit Financial Group's CSL Position: Q2 2026 in Review

Merit Financial Group increased its Carlisle Companies (CSL) stake by 7.4% in Q2 2026, buying an estimated $104K and bringing the position to 4,285 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #861.

Merit Financial Group first reported a position in CSL in Q1 2024 and has held it in 10 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Merit Financial Group held 4,285 shares of Carlisle Companies worth $1.55M as of Q2 2026.
  • Merit Financial Group bought 297 Carlisle Companies shares in Q2 2026, an estimated $104K.
  • Carlisle Companies made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #861 holding.
  • Merit Financial Group first reported a position in Carlisle Companies in Q1 2024 and has held it in 10 quarters since.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.