Perpetual Ltd
CSL icon

Perpetual Ltd’s Carlisle Companies CSL Stock Holding History

Perpetual Ltd’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
Q3 		– Sell
-1,056
Closed -$383K – 403
2026
Q2 		$383K Buy
1,056
+28
+3% +$9.8K 0.01% 373
2026
Q1 		$343K Hold
1,028
– – 0.01% 372
2025
Q4 		$329K Buy
+1,028
New +$333K ﹤0.01% 368

Other funds holding CSL

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Formuepleje A/S
Formuepleje A/S Aarhus C, Denmark $1.21B AUM 21.62% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Perpetual Ltd's CSL Position: Q3 2026 in Review

Perpetual Ltd sold out of Carlisle Companies (CSL) in Q3 2026, closing a stake of 1,056 shares — an estimated $383K sold.

Perpetual Ltd first reported a position in CSL in Q4 2025 and held it in 3 quarters. The position peaked at $383K in Q2 2026. 236 funds tracked by Wall St. Rank hold CSL as of Q3 2026.

  • Perpetual Ltd reported no remaining Carlisle Companies position as of Q3 2026 after selling out during the quarter.
  • Perpetual Ltd sold 1,056 Carlisle Companies shares in Q3 2026, an estimated $383K.
  • Perpetual Ltd first reported a position in Carlisle Companies in Q4 2025 and held it in 3 quarters.
  • Perpetual Ltd's Carlisle Companies position peaked at $383K in Q2 2026.
  • 236 funds tracked by Wall St. Rank held Carlisle Companies as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.