Parr McKnight Wealth Management Group’s Carlisle Companies CSL Stock Holding History

Parr McKnight Wealth Management 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
2026 Q2	$1.11M	Buy	3,049 +92	+3%	+$32.2K	0.13%	150
2026 Q1	$987K	Buy	2,957 +1,349	+84%	+$491K	0.13%	152
2025 Q4	$514K	Sell	1,608 -2,087	-56%	-$676K	0.07%	184
2025 Q3	$1.22M	Sell	3,695 -86	-2%	-$32.8K	0.16%	154
2025 Q2	$1.41M	Sell	3,781 -188	-5%	-$69.8K	0.19%	138
2025 Q1	$1.35M	Sell	3,969 -159	-4%	-$57K	0.19%	138
2024 Q4	$1.52M	Buy	+4,128	New	+$1.8M	0.22%	117

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

Parr McKnight Wealth Management Group's CSL Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Carlisle Companies (CSL) stake by 3.1% in Q2 2026, buying an estimated $32.2K and bringing the position to 3,049 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #150.

Parr McKnight Wealth Management Group first reported a position in CSL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Parr McKnight Wealth Management Group held 3,049 shares of Carlisle Companies worth $1.11M as of Q2 2026.
Parr McKnight Wealth Management Group bought 92 Carlisle Companies shares in Q2 2026, an estimated $32.2K.
Carlisle Companies made up 0.13% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #150 holding.
Parr McKnight Wealth Management Group first reported a position in Carlisle Companies in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Carlisle Companies position peaked at $1.52M in Q4 2024.
796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.