MV Capital Management’s Carlisle Companies CSL Stock Holding History

MV 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	$46.4K	Sell	128 -195	-60%	-$68.3K	﹤0.01%	338
2026 Q1	$108K	Sell	323 -143	-31%	-$52K	0.01%	242
2025 Q4	$149K	Sell	466 -3	-0.6%	-$972	0.01%	210
2025 Q3	$154K	Buy	469 +1	+0.2%	+$381	0.01%	206
2025 Q2	$175K	Buy	468 +147	+46%	+$54.6K	0.02%	192
2025 Q1	$109K	Buy	321 +70	+28%	+$25.1K	0.01%	229
2024 Q4	$92.6K	Buy	251 +180	+254%	+$78.5K	0.01%	236
2024 Q3	$31.9K	Buy	71 +70	+7,000%	+$29K	﹤0.01%	366
2024 Q2	$406	Buy	+1	New	+$403	﹤0.01%	745
2020 Q2	–	Sell	-24	Closed	-$3K	–	292
2020 Q1	$3K	Hold	24	–	–	﹤0.01%	270
2019 Q4	$4K	Hold	24	–	–	﹤0.01%	293
2019 Q3	$3K	Hold	24	–	–	﹤0.01%	306
2019 Q2	$3K	Buy	+24	New	+$3.23K	﹤0.01%	295

Other funds holding CSL

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

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

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

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

MV Capital Management reduced its Carlisle Companies (CSL) stake by 60% in Q2 2026, selling an estimated $68.3K and leaving 128 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

MV Capital Management first reported a position in CSL in Q2 2019 and has held it in 13 quarters since. The position peaked at $175K in Q2 2025. 301 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

MV Capital Management held 128 shares of Carlisle Companies worth $46.4K as of Q2 2026.
MV Capital Management sold 195 Carlisle Companies shares in Q2 2026, an estimated $68.3K.
Carlisle Companies made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #338 holding.
MV Capital Management first reported a position in Carlisle Companies in Q2 2019 and has held it in 13 quarters since.
MV Capital Management's Carlisle Companies position peaked at $175K in Q2 2025.
301 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.