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One Wealth Advisors’s Carlisle Companies CSL Stock Holding History

One Wealth Advisors’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 		$219K Sell
603
-661
-52% -$232K 0.02% 306
2026
Q1 		$422K Buy
1,264
+510
+68% +$186K 0.05% 190
2025
Q4 		$241K Sell
754
-947
-56% -$307K 0.03% 267
2025
Q3 		$560K Buy
1,701
+78
+5% +$29.7K 0.07% 154
2025
Q2 		$606K Buy
1,623
+227
+16% +$84.3K 0.08% 139
2025
Q1 		$475K Buy
1,396
+512
+58% +$184K 0.07% 152
2024
Q4 		$326K Buy
884
+329
+59% +$143K 0.05% 177
2024
Q3 		$250K Hold
555
– – 0.04% 230
2024
Q2 		$215K Hold
555
– – 0.05% 215
2024
Q1 		$217K Buy
+555
New +$188K 0.04% 231
2023
Q1 		– Sell
-513
Closed -$121K – 285
2022
Q4 		$121K Sell
513
-254
-33% -$65.4K 0.03% 262
2022
Q3 		$215K Buy
+767
New +$220K 0.07% 153
2020
Q2 		– Sell
-1,973
Closed -$247K – 88
2020
Q1 		$247K Sell
1,973
-282
-13% -$41.8K 0.24% 60
2019
Q4 		$365K Sell
2,255
-26
-1% -$4.01K 0.27% 56
2019
Q3 		$332K Sell
2,281
-180
-7% -$25.3K 0.29% 54
2019
Q2 		$346K Buy
2,461
+2,183
+785% +$294K 0.29% 58
2019
Q1 		$34K Buy
+278
New +$32.1K 0.03% 242
2018
Q4 		– Sell
-244
Closed -$30K – 186
2018
Q3 		$30K Hold
244
– – 0.02% 290
2018
Q2 		$26K Hold
244
– – 0.02% 295
2018
Q1 		$25K Sell
244
-15
-6% -$1.64K 0.02% 287
2017
Q4 		$29K Buy
+259
New +$28.2K 0.02% 304

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

One Wealth Advisors's CSL Position: Q2 2026 in Review

One Wealth Advisors reduced its Carlisle Companies (CSL) stake by 52% in Q2 2026, selling an estimated $232K and leaving 603 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #306.

One Wealth Advisors first reported a position in CSL in Q4 2017 and has held it in 21 quarters since. The position peaked at $606K in Q2 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • One Wealth Advisors held 603 shares of Carlisle Companies worth $219K as of Q2 2026.
  • One Wealth Advisors sold 661 Carlisle Companies shares in Q2 2026, an estimated $232K.
  • Carlisle Companies made up 0.02% of One Wealth Advisors's portfolio in Q2 2026, its #306 holding.
  • One Wealth Advisors first reported a position in Carlisle Companies in Q4 2017 and has held it in 21 quarters since.
  • One Wealth Advisors's Carlisle Companies position peaked at $606K in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.