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Plato Investment Management’s Carlisle Companies CSL Stock Holding History

Plato Investment Management’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 		$88K Buy
+244
New +$85.5K 0.01% 431
2025
Q3 		– Sell
-1,754
Closed -$653K – 521
2025
Q2 		$653K Hold
1,754
– – 0.05% 315
2025
Q1 		$604K Hold
1,754
– – 0.05% 307
2024
Q4 		$649K Hold
1,754
– – 0.05% 313
2024
Q3 		$788K Hold
1,754
– – 0.06% 272
2024
Q2 		$711K Buy
1,754
+1,525
+666% +$614K 0.07% 244
2024
Q1 		$89.7K Buy
+229
New +$77.7K 0.01% 350

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 $3.38T AUM 44.17% 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

Plato Investment Management's CSL Position: Q2 2026 in Review

Plato Investment Management opened a new position in Carlisle Companies (CSL) in Q2 2026: 244 shares worth $88K. The stake represents 0.01% of the portfolio and ranks #431 among its holdings. This is a return to the name: Plato Investment Management previously reported a position in CSL as recently as Q2 2025.

Plato Investment Management first reported a position in CSL in Q1 2024 and has held it in 7 quarters since. The position peaked at $788K in Q3 2024. 796 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

  • Plato Investment Management held 244 shares of Carlisle Companies worth $88K as of Q2 2026.
  • Carlisle Companies was a new Plato Investment Management position in Q2 2026.
  • Carlisle Companies made up 0.01% of Plato Investment Management's portfolio in Q2 2026, its #431 holding.
  • Plato Investment Management first reported a position in Carlisle Companies in Q1 2024 and has held it in 7 quarters since.
  • Plato Investment Management's Carlisle Companies position peaked at $788K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.