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Perigon Wealth Management’s Carlisle Companies CSL Stock Holding History

Perigon Wealth Management’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 		$208K Buy
+572
New +$200K ﹤0.01% 1354
2017
Q3 		– Sell
-5,711
Closed -$545K – 658
2017
Q2 		$545K Sell
5,711
-454
-7% -$45.9K 0.12% 165
2017
Q1 		$656K Buy
6,165
+1,011
+20% +$108K 0.14% 151
2016
Q4 		$546K Buy
+5,154
New +$563K 0.12% 165

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

Perigon Wealth Management's CSL Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Carlisle Companies (CSL) in Q2 2026: 572 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in CSL as recently as Q2 2017.

Perigon Wealth Management first reported a position in CSL in Q4 2016 and has held it in 4 quarters since. The position peaked at $656K in Q1 2017. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Perigon Wealth Management held 572 shares of Carlisle Companies worth $208K as of Q2 2026.
  • Carlisle Companies was a new Perigon Wealth Management position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1354 holding.
  • Perigon Wealth Management first reported a position in Carlisle Companies in Q4 2016 and has held it in 4 quarters since.
  • Perigon Wealth Management's Carlisle Companies position peaked at $656K in Q1 2017.
  • 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.