NWAG
CSL icon

Net Worth Advisory Group’s Carlisle Companies CSL Stock Holding History

Net Worth Advisory 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 		$471K Sell
1,298
-108
-8% -$37.8K 0.12% 186
2026
Q1 		$469K Buy
1,406
+66
+5% +$24K 0.1% 210
2025
Q4 		$429K Buy
1,340
+1
+0.1% +$324 0.09% 235
2025
Q3 		$440K Sell
1,339
-153
-10% -$58.3K 0.13% 181
2025
Q2 		$557K Sell
1,492
-25
-2% -$9.28K 0.12% 179
2025
Q1 		$517K Buy
1,517
+41
+3% +$14.7K 0.16% 152
2024
Q4 		$544K Buy
1,476
+10
+0.7% +$4.36K 0.17% 160
2024
Q3 		$659K Buy
+1,466
New +$606K 0.2% 132

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 $60.8B AUM 26.63% 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

Net Worth Advisory Group's CSL Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Carlisle Companies (CSL) stake by 7.7% in Q2 2026, selling an estimated $37.8K and leaving 1,298 shares worth $471K. The position accounts for 0.12% of the portfolio, ranked #186.

Net Worth Advisory Group first reported a position in CSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $659K in Q3 2024. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Net Worth Advisory Group held 1,298 shares of Carlisle Companies worth $471K as of Q2 2026.
  • Net Worth Advisory Group sold 108 Carlisle Companies shares in Q2 2026, an estimated $37.8K.
  • Carlisle Companies made up 0.12% of Net Worth Advisory Group's portfolio in Q2 2026, its #186 holding.
  • Net Worth Advisory Group first reported a position in Carlisle Companies in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Carlisle Companies position peaked at $659K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.