OWA
CSL icon

Opal Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Opal 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 		– Sell
-63
Closed -$21K – 314
2026
Q1 		$21K Buy
+63
New +$22.9K ﹤0.01% 594
2025
Q3 		– Sell
-71
Closed -$26.5K – 274
2025
Q2 		$26.5K Sell
71
-227
-76% -$84.3K 0.01% 502
2025
Q1 		$101K Buy
+298
New +$107K 0.03% 273

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

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

Opal Wealth Advisors sold out of Carlisle Companies (CSL) in Q2 2026, closing a stake of 63 shares — an estimated $21K sold.

Opal Wealth Advisors first reported a position in CSL in Q1 2025 and held it in 3 quarters. The position peaked at $101K in Q1 2025. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Carlisle Companies position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 63 Carlisle Companies shares in Q2 2026, an estimated $21K.
  • Opal Wealth Advisors first reported a position in Carlisle Companies in Q1 2025 and held it in 3 quarters.
  • Opal Wealth Advisors's Carlisle Companies position peaked at $101K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.