Moran Wealth Management’s Carlisle Companies CSL Stock Holding History

Moran 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	$10.3M	Sell	28,287 -1,839	-6%	-$644K	0.28%	120
2026 Q1	$10.1M	Sell	30,126 -1,372	-4%	-$499K	0.31%	108
2025 Q4	$10.1M	Sell	31,498 -1,178	-4%	-$382K	0.31%	102
2025 Q3	$10.7M	Sell	32,676 -403	-1%	-$154K	0.32%	96
2025 Q2	$12.4M	Sell	33,079 -2,658	-7%	-$987K	0.38%	80
2025 Q1	$12.2M	Sell	35,737 -359	-1%	-$129K	0.41%	80
2024 Q4	$13.3M	Sell	36,096 -1,116	-3%	-$487K	0.42%	86
2024 Q3	$16.7M	Sell	37,212 -2,195	-6%	-$908K	0.51%	68
2024 Q2	$16M	Sell	39,407 -1,890	-5%	-$761K	0.53%	65
2024 Q1	$16.2M	Sell	41,297 -649	-2%	-$220K	0.52%	66
2023 Q4	$13.1M	Sell	41,946 -1,471	-3%	-$405K	0.47%	71
2023 Q3	$11.3M	Sell	43,417 -618	-1%	-$166K	0.44%	86
2023 Q2	$11.3M	Sell	44,035 -4,876	-10%	-$1.08M	0.42%	86
2023 Q1	$11.1M	Sell	48,911 -35,685	-42%	-$8.68M	0.42%	89
2022 Q4	$19.9M	Buy	+84,596	New	+$21.8M	0.76%	32

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Moran Wealth Management reduced its Carlisle Companies (CSL) stake by 6.1% in Q2 2026, selling an estimated $644K and leaving 28,287 shares worth $10.3M. The position accounts for 0.28% of the portfolio, ranked #120.

Moran Wealth Management first reported a position in CSL in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.9M in Q4 2022. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Moran Wealth Management held 28,287 shares of Carlisle Companies worth $10.3M as of Q2 2026.
Moran Wealth Management sold 1,839 Carlisle Companies shares in Q2 2026, an estimated $644K.
Carlisle Companies made up 0.28% of Moran Wealth Management's portfolio in Q2 2026, its #120 holding.
Moran Wealth Management first reported a position in Carlisle Companies in Q4 2022 and has held it in 15 quarters since.
Moran Wealth Management's Carlisle Companies position peaked at $19.9M in Q4 2022.
792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

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