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Pinnacle Wealth Planning Services’s Carlisle Companies CSL Stock Holding History

Pinnacle Wealth Planning Services’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 		$55.9K Buy
154
+6
+4% +$2.1K 0.01% 1191
2026
Q1 		$49.4K Buy
148
+56
+61% +$20.4K 0.01% 1211
2025
Q4 		$29.4K Buy
+92
New +$29.8K ﹤0.01% 1530

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

Pinnacle Wealth Planning Services's CSL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Carlisle Companies (CSL) stake by 4.1% in Q2 2026, buying an estimated $2.1K and bringing the position to 154 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #1191.

Pinnacle Wealth Planning Services 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.

  • Pinnacle Wealth Planning Services held 154 shares of Carlisle Companies worth $55.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 6 Carlisle Companies shares in Q2 2026, an estimated $2.1K.
  • Carlisle Companies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1191 holding.
  • Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.