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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's CSL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Carlisle Companies (CSL) stake by 61% in Q1 2026, buying an estimated $20.4K and bringing the position to 148 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #1211.

Pinnacle Wealth Planning Services first reported a position in CSL in Q4 2025 and has held it in 2 quarters since. 782 funds tracked by Wall St. Rank hold CSL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 148 shares of Carlisle Companies worth $49.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 56 Carlisle Companies shares in Q1 2026, an estimated $20.4K.
  • Carlisle Companies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1211 holding.
  • Pinnacle Wealth Planning Services first reported a position in Carlisle Companies in Q4 2025 and has held it in 2 quarters since.
  • 782 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.