Prestige Wealth Management Group’s Carlisle Companies CSL Stock Holding History

Prestige Wealth Management Group’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	$16K	Hold	44	–	–	﹤0.01%	380
2026 Q1	$14.7K	Buy	44 +1	+2%	+$364	﹤0.01%	375
2025 Q4	$13.8K	Hold	43	–	–	﹤0.01%	394
2025 Q3	$14.1K	Hold	43	–	–	﹤0.01%	396
2025 Q2	$16.1K	Hold	43	–	–	﹤0.01%	377
2025 Q1	$14.6K	Hold	43	–	–	﹤0.01%	385
2024 Q4	$15.9K	Hold	43	–	–	﹤0.01%	390
2024 Q3	$19.3K	Hold	43	–	–	﹤0.01%	349
2024 Q2	$17.4K	Hold	43	–	–	﹤0.01%	332
2024 Q1	$16.9K	Hold	43	–	–	﹤0.01%	367
2023 Q4	$13.4K	Hold	43	–	–	﹤0.01%	392
2023 Q3	$11.1K	Hold	43	–	–	﹤0.01%	420
2023 Q2	$11K	Hold	43	–	–	﹤0.01%	445
2023 Q1	$9.72K	Hold	43	–	–	﹤0.01%	441
2022 Q4	$10.1K	Hold	43	–	–	﹤0.01%	464
2022 Q3	$12K	Hold	43	–	–	﹤0.01%	387
2022 Q2	$10K	Hold	43	–	–	﹤0.01%	431
2022 Q1	$11K	Hold	43	–	–	﹤0.01%	439
2021 Q4	$11K	Hold	43	–	–	﹤0.01%	464
2021 Q3	$9K	Hold	43	–	–	﹤0.01%	502
2021 Q2	$8K	Hold	43	–	–	﹤0.01%	514
2021 Q1	$7K	Buy	43 +7	+19%	+$1.07K	﹤0.01%	542
2020 Q4	$6K	Buy	36 +3	+9%	+$421	﹤0.01%	528
2020 Q3	$4K	Hold	33	–	–	﹤0.01%	562
2020 Q2	$4K	Hold	33	–	–	﹤0.01%	546
2020 Q1	$4K	Buy	+33	New	+$4.9K	﹤0.01%	518
2019 Q1	–	Sell	-49	Closed	-$5K	–	639
2018 Q4	$5K	Buy	+49	New	+$5.04K	﹤0.01%	577

Other funds holding CSL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Prestige Wealth Management Group's CSL Position: Q2 2026 in Review

Prestige Wealth Management Group held its Carlisle Companies (CSL) position steady in Q2 2026 at 44 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Prestige Wealth Management Group first reported a position in CSL in Q4 2018 and has held it in 27 quarters since. The position peaked at $19.3K in Q3 2024. 792 funds tracked by Wall St. Rank hold CSL as of Q2 2026.

Prestige Wealth Management Group held 44 shares of Carlisle Companies worth $16K as of Q2 2026.
Prestige Wealth Management Group left its Carlisle Companies share count unchanged in Q2 2026.
Carlisle Companies made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #380 holding.
Prestige Wealth Management Group first reported a position in Carlisle Companies in Q4 2018 and has held it in 27 quarters since.
Prestige Wealth Management Group's Carlisle Companies position peaked at $19.3K in Q3 2024.
792 funds tracked by Wall St. Rank held Carlisle Companies as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.