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Monarch Capital Management’s Carlisle Companies CSL Stock Holding History

Monarch Capital 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 		$360K Buy
992
+75
+8% +$26.3K 0.08% 115
2026
Q1 		$306K Buy
917
+70
+8% +$25.5K 0.07% 114
2025
Q4 		$271K Buy
+847
New +$275K 0.07% 114

Other funds holding CSL

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Monarch Capital Management's CSL Position: Q2 2026 in Review

Monarch Capital Management increased its Carlisle Companies (CSL) stake by 8.2% in Q2 2026, buying an estimated $26.3K and bringing the position to 992 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #115.

Monarch Capital Management first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Monarch Capital Management held 992 shares of Carlisle Companies worth $360K as of Q2 2026.
  • Monarch Capital Management bought 75 Carlisle Companies shares in Q2 2026, an estimated $26.3K.
  • Carlisle Companies made up 0.08% of Monarch Capital Management's portfolio in Q2 2026, its #115 holding.
  • Monarch Capital Management first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.