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Planning Strategies’s Carlisle Companies CSL Stock Holding History

Planning Strategies’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 		$363 Buy
+1
New +$350 ﹤0.01% 914

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 $59.9B AUM 27.01% 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

Planning Strategies's CSL Position: Q2 2026 in Review

Planning Strategies opened a new position in Carlisle Companies (CSL) in Q2 2026: 1 share worth $363. The stake represents ﹤0.01% of the portfolio and ranks #914 among its holdings.

752 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Planning Strategies held 1 share of Carlisle Companies worth $363 as of Q2 2026.
  • Carlisle Companies was a new Planning Strategies position in Q2 2026.
  • Carlisle Companies made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #914 holding.
  • 752 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.