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OLIO Financial Planning’s Carlisle Companies CSL Stock Holding History

OLIO Financial Planning’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 		$434K Hold
1,196
– – 0.11% 44
2026
Q1 		$399K Hold
1,196
– – 0.11% 45
2025
Q4 		$383K Hold
1,196
– – 0.11% 46
2025
Q3 		$393K Hold
1,196
– – 0.12% 46
2025
Q2 		$447K Hold
1,196
– – 0.14% 43
2025
Q1 		$407K Hold
1,196
– – 0.14% 43
2024
Q4 		$441K Buy
+1,196
New +$521K 0.15% 41

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

OLIO Financial Planning's CSL Position: Q2 2026 in Review

OLIO Financial Planning held its Carlisle Companies (CSL) position steady in Q2 2026 at 1,196 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #44.

OLIO Financial Planning first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q2 2025. 793 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • OLIO Financial Planning held 1,196 shares of Carlisle Companies worth $434K as of Q2 2026.
  • OLIO Financial Planning left its Carlisle Companies share count unchanged in Q2 2026.
  • Carlisle Companies made up 0.11% of OLIO Financial Planning's portfolio in Q2 2026, its #44 holding.
  • OLIO Financial Planning first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
  • OLIO Financial Planning's Carlisle Companies position peaked at $447K in Q2 2025.
  • 793 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.