Physician Wealth Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Other funds holding CSL
Physician Wealth Advisors's CSL Position: Q2 2026 in Review
Physician Wealth Advisors increased its Carlisle Companies (CSL) stake by 31% in Q2 2026, buying an estimated $1.4K and bringing the position to 17 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1015.
Physician Wealth Advisors first reported a position in CSL in Q4 2025 and has held it in 3 quarters since. 797 funds tracked by Wall St. Rank hold CSL as of Q2 2026.
- Physician Wealth Advisors held 17 shares of Carlisle Companies worth $6.17K as of Q2 2026.
- Physician Wealth Advisors bought 4 Carlisle Companies shares in Q2 2026, an estimated $1.4K.
- Carlisle Companies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1015 holding.
- Physician Wealth Advisors first reported a position in Carlisle Companies in Q4 2025 and has held it in 3 quarters since.
- 797 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.
Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.