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Northwest & Ethical Investments’s Carlisle Companies CSL Stock Holding History

Northwest & Ethical Investments’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 		– Sell
-2,348
Closed -$783K – 534
2026
Q1 		$783K Hold
2,348
– – 0.02% 339
2025
Q4 		$751K Sell
2,348
-1,597
-40% -$518K 0.02% 342
2025
Q3 		$1.3M Buy
3,945
+257
+7% +$98K 0.03% 309
2025
Q2 		$1.38M Buy
3,688
+109
+3% +$40.5K 0.03% 293
2025
Q1 		$1.22M Sell
3,579
-3,396
-49% -$1.22M 0.03% 303
2024
Q4 		$2.57M Hold
6,975
– – 0.07% 229
2024
Q3 		$3.14M Sell
6,975
-763
-10% -$316K 0.08% 214
2024
Q2 		$3.14M Hold
7,738
– – 0.09% 210
2024
Q1 		$3.03M Buy
+7,738
New +$2.63M 0.09% 221

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

Northwest & Ethical Investments's CSL Position: Q2 2026 in Review

Northwest & Ethical Investments sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 2,348 shares — an estimated $783K sold.

Northwest & Ethical Investments first reported a position in CSL in Q1 2024 and held it in 9 quarters. The position peaked at $3.14M in Q3 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Northwest & Ethical Investments reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 2,348 Carlisle Companies shares in Q2 2026, an estimated $783K.
  • Northwest & Ethical Investments first reported a position in Carlisle Companies in Q1 2024 and held it in 9 quarters.
  • Northwest & Ethical Investments's Carlisle Companies position peaked at $3.14M in Q3 2024.
  • 792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.