Mission Wealth Management’s Carlisle Companies CSL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$290K Buy
799
+123
+18% +$43.1K ﹤0.01% 889
2026
Q1
$226K Buy
676
+11
+2% +$4K ﹤0.01% 677
2025
Q4
$213K Buy
665
+1
+0.2% +$324 ﹤0.01% 684
2025
Q3
$218K Buy
664
+8
+1% +$3.05K ﹤0.01% 660
2025
Q2
$245K Buy
+656
New +$244K 0.01% 613

Other funds holding CSL

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

Mission Wealth Management increased its Carlisle Companies (CSL) stake by 18% in Q2 2026, buying an estimated $43.1K and bringing the position to 799 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Mission Wealth Management first reported a position in CSL in Q2 2025 and has held it in 5 quarters since. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Mission Wealth Management held 799 shares of Carlisle Companies worth $290K as of Q2 2026.
  • Mission Wealth Management bought 123 Carlisle Companies shares in Q2 2026, an estimated $43.1K.
  • Carlisle Companies made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #889 holding.
  • Mission Wealth Management first reported a position in Carlisle Companies in Q2 2025 and has held it in 5 quarters since.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.