Oliver Lagore Vanvalin Investment Group’s Carlisle Companies CSL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2025 Q2	$2.76M	Buy	+8,101	New	+$3.01M	1.08%	22
2024 Q4	$2.82M	Buy	7,654 +1,587	+26%	+$692K	0.72%	28
2024 Q3	$2.73M	Sell	6,067 -4	-0.1%	-$1.66K	0.73%	26
2024 Q2	$2.46M	Buy	6,071 +348	+6%	+$140K	0.71%	26
2024 Q1	$2.24M	Buy	5,723 +831	+17%	+$282K	0.66%	28
2023 Q4	$1.53M	Buy	4,892 +1,219	+33%	+$336K	0.57%	27
2023 Q3	$952K	Buy	3,673 +2,290	+166%	+$614K	0.38%	43
2023 Q2	$355K	Buy	1,383 +1,358	+5,432%	+$301K	0.13%	106
2023 Q1	$5.65K	Hold	25	–	–	﹤0.01%	468
2022 Q4	$5.89K	Hold	25	–	–	﹤0.01%	442
2022 Q3	$7K	Buy	+25	New	+$7.17K	﹤0.01%	382

Other funds holding CSL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CSL Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Carlisle Companies (CSL) in Q2 2025: 8,101 shares worth $2.76M. The stake represents 1.08% of the portfolio and ranks #22 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CSL as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CSL in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.82M in Q4 2024. 764 funds tracked by Wall St. Rank hold CSL as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 8,101 shares of Carlisle Companies worth $2.76M as of Q2 2025.
Carlisle Companies was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Carlisle Companies made up 1.08% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #22 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Carlisle Companies in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Carlisle Companies position peaked at $2.82M in Q4 2024.
764 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.