OneDigital Investment Advisors’s Carlisle Companies CSL Stock Holding History

OneDigital Investment 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	$324K	Sell	894 -716	-44%	-$251K	﹤0.01%	1258
2026 Q1	$537K	Sell	1,610 -1,908	-54%	-$694K	0.01%	913
2025 Q4	$1.13M	Buy	3,518 +537	+18%	+$174K	0.01%	634
2025 Q3	$981K	Sell	2,981 -642	-18%	-$245K	0.01%	659
2025 Q2	$1.35M	Buy	3,623 +762	+27%	+$283K	0.02%	544
2025 Q1	$974K	Buy	2,861 +2,223	+348%	+$797K	0.01%	619
2024 Q4	$235K	Sell	638 -520	-45%	-$227K	﹤0.01%	1250
2024 Q3	$521K	Buy	+1,158	New	+$479K	0.01%	923

Other funds holding CSL

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

OneDigital Investment Advisors's CSL Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Carlisle Companies (CSL) stake by 44% in Q2 2026, selling an estimated $251K and leaving 894 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

OneDigital Investment Advisors first reported a position in CSL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.35M in Q2 2025. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

OneDigital Investment Advisors held 894 shares of Carlisle Companies worth $324K as of Q2 2026.
OneDigital Investment Advisors sold 716 Carlisle Companies shares in Q2 2026, an estimated $251K.
Carlisle Companies made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1258 holding.
OneDigital Investment Advisors first reported a position in Carlisle Companies in Q3 2024 and has held it in 8 quarters since.
OneDigital Investment Advisors's Carlisle Companies position peaked at $1.35M in Q2 2025.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.