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NewEdge Wealth’s Carlisle Companies CSL Stock Holding History

NewEdge Wealth’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 		$605K Sell
1,669
-66
-4% -$23.1K 0.01% 803
2026
Q1 		$579K Buy
1,735
+326
+23% +$119K 0.01% 775
2025
Q4 		$451K Buy
1,409
+25
+2% +$8.1K 0.01% 885
2025
Q3 		$456K Sell
1,384
-324
-19% -$124K 0.01% 777
2025
Q2 		$605K Buy
1,708
+228
+15% +$84.6K 0.01% 651
2025
Q1 		$504K Buy
1,480
+29
+2% +$10.4K 0.01% 647
2024
Q4 		$535K Sell
1,451
-6
-0.4% -$2.62K 0.01% 621
2024
Q3 		$655K Sell
1,457
-82
-5% -$33.9K 0.01% 565
2024
Q2 		$624K Sell
1,539
-60
-4% -$24.2K 0.01% 498
2024
Q1 		$632K Buy
1,599
+193
+14% +$65.5K 0.01% 512
2023
Q4 		$439K Sell
1,406
-52
-4% -$14.3K 0.01% 535
2023
Q3 		$378K Buy
1,458
+211
+17% +$56.6K 0.01% 500
2023
Q2 		$320K Buy
1,247
+44
+4% +$9.75K 0.01% 531
2023
Q1 		$272K Buy
1,203
+200
+20% +$48.6K 0.01% 520
2022
Q4 		$236K Buy
1,003
+76
+8% +$19.6K 0.01% 488
2022
Q3 		$260K Sell
927
-2,652
-74% -$760K 0.01% 450
2022
Q2 		$854K Buy
+3,579
New +$891K 0.04% 303

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 $59.9B AUM 27.01% 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

NewEdge Wealth's CSL Position: Q2 2026 in Review

NewEdge Wealth reduced its Carlisle Companies (CSL) stake by 3.8% in Q2 2026, selling an estimated $23.1K and leaving 1,669 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #803.

NewEdge Wealth first reported a position in CSL in Q2 2022 and has held it in 17 quarters since. The position peaked at $854K in Q2 2022. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • NewEdge Wealth held 1,669 shares of Carlisle Companies worth $605K as of Q2 2026.
  • NewEdge Wealth sold 66 Carlisle Companies shares in Q2 2026, an estimated $23.1K.
  • Carlisle Companies made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #803 holding.
  • NewEdge Wealth first reported a position in Carlisle Companies in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Carlisle Companies position peaked at $854K in Q2 2022.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.